?>
Logo

MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameMID-VALLEY IPA EMPLOYEE BENEFIT PLAN
Plan identification number 501

MID-VALLEY IPA EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

MID-VALLEY IPA EMPLOYEE BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:MID-VALLEY IPA EMPLOYEE BENEFIT TRUST
Employer identification number (EIN):207142144
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-VALLEY IPA EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01DEAN ANDRETTA DEAN ANDRETTA2019-06-25
5012018-01-01DEAN ANDRETTA DEAN ANDRETTA2019-06-25
5012017-01-01DEAN ANDRETTA DEAN ANDRETTA2018-10-03
5012016-01-01DEAN ANDRETTA DEAN ANDRETTA2017-10-16
5012015-01-01DEAN ANDRETTA DEAN ANDRETTA2016-05-24
5012014-01-01DEAN ANDRETTA DEAN ANDRETTA2015-09-10
5012013-01-01DEAN ANDRETTA DEAN ANDRETTA2014-07-11
5012012-01-01DEAN ANDRETTA DEAN ANDRETTA2013-05-03
5012011-01-01DEAN ANDRETTA DEAN ANDRETTA2012-06-20
5012010-01-01JAN BUFFA JAN BUFFA2011-05-27
5012009-01-01JAN BUFFA JAN BUFFA2010-10-05

Plan Statistics for MID-VALLEY IPA EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for MID-VALLEY IPA EMPLOYEE BENEFIT PLAN

Measure Date Value
2019: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
2016: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01629
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
2015: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01837
Total number of active participants reported on line 7a of the Form 55002015-01-01622
Number of retired or separated participants receiving benefits2015-01-017
Total of all active and inactive participants2015-01-01629
2014: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01998
Total number of active participants reported on line 7a of the Form 55002014-01-01829
Number of retired or separated participants receiving benefits2014-01-018
Total of all active and inactive participants2014-01-01837
2013: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01991
Total number of active participants reported on line 7a of the Form 55002013-01-01987
Number of retired or separated participants receiving benefits2013-01-0111
Total of all active and inactive participants2013-01-01998
2012: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,085
Total number of active participants reported on line 7a of the Form 55002012-01-01977
Number of retired or separated participants receiving benefits2012-01-0114
Total of all active and inactive participants2012-01-01991
2011: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,227
Total number of active participants reported on line 7a of the Form 55002011-01-011,069
Number of retired or separated participants receiving benefits2011-01-0116
Total of all active and inactive participants2011-01-011,085
2010: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,167
Total number of active participants reported on line 7a of the Form 55002010-01-011,199
Number of retired or separated participants receiving benefits2010-01-0128
Total of all active and inactive participants2010-01-011,227
2009: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,078
Total number of active participants reported on line 7a of the Form 55002009-01-011,146
Number of retired or separated participants receiving benefits2009-01-0121
Total of all active and inactive participants2009-01-011,167

Financial Data on MID-VALLEY IPA EMPLOYEE BENEFIT PLAN

Measure Date Value
2019 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2019 401k financial data
Expenses. Total of all expenses incurred2019-01-31$26,519
Benefits paid (including direct rollovers)2019-01-31$26,519
Total plan assets at end of year2019-01-31$0
Total plan assets at beginning of year2019-01-31$26,519
Net income (gross income less expenses)2019-01-31$-26,519
Net plan assets at end of year (total assets less liabilities)2019-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$26,519
2018 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$276,000
Expenses. Total of all expenses incurred2018-12-31$499,481
Benefits paid (including direct rollovers)2018-12-31$499,481
Total plan assets at end of year2018-12-31$26,519
Total plan assets at beginning of year2018-12-31$250,000
Other income received2018-12-31$276,000
Net income (gross income less expenses)2018-12-31$-223,481
Net plan assets at end of year (total assets less liabilities)2018-12-31$26,519
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$250,000
2017 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total plan assets at end of year2017-12-31$250,000
Total plan assets at beginning of year2017-12-31$250,000
Net plan assets at end of year (total assets less liabilities)2017-12-31$250,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$250,000
2016 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$896,272
Total income from all sources (including contributions)2016-12-31$300,000
Total of all expenses incurred2016-12-31$126,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$250,000
Value of total assets at beginning of year2016-12-31$972,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$126,171
Total interest from all sources2016-12-31$0
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 bond2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$54,467
Other income not declared elsewhere2016-12-31$300,000
Administrative expenses (other) incurred2016-12-31$126,171
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$173,829
Value of net assets at end of year (total assets less liabilities)2016-12-31$250,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$76,171
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$250,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$917,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$917,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$896,272
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$896,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,206,503
Total income from all sources (including contributions)2015-12-31$6,752,525
Total of all expenses incurred2015-12-31$7,533,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,169,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,751,904
Value of total assets at end of year2015-12-31$972,443
Value of total assets at beginning of year2015-12-31$2,063,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$363,456
Total interest from all sources2015-12-31$621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$70,773
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$225,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$310,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$54,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$98,547
Administrative expenses (other) incurred2015-12-31$59,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-780,857
Value of net assets at end of year (total assets less liabilities)2015-12-31$76,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$857,028
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$917,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,136,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,136,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$621
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$191,782
Asset value of US Government securities at beginning of year2015-12-31$828,341
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$6,751,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,667,913
Contract administrator fees2015-12-31$233,250
Liabilities. Value of benefit claims payable at end of year2015-12-31$896,272
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,206,503
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,206,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,065,990
Total income from all sources (including contributions)2014-12-31$10,079,800
Total of all expenses incurred2014-12-31$10,095,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,681,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,072,320
Value of total assets at end of year2014-12-31$2,063,531
Value of total assets at beginning of year2014-12-31$2,938,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$414,550
Total interest from all sources2014-12-31$758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$50,052
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$225,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$859,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$98,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$718,664
Other income not declared elsewhere2014-12-31$6,722
Administrative expenses (other) incurred2014-12-31$50,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-15,869
Value of net assets at end of year (total assets less liabilities)2014-12-31$857,028
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$872,897
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,136,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,391,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,391,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$758
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$183,313
Asset value of US Government securities at end of year2014-12-31$828,341
Asset value of US Government securities at beginning of year2014-12-31$828,230
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$10,072,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,638,319
Contract administrator fees2014-12-31$314,163
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,206,503
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,065,990
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,065,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,653,411
Total income from all sources (including contributions)2013-12-31$9,467,314
Total of all expenses incurred2013-12-31$9,782,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,181,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,466,109
Value of total assets at end of year2013-12-31$2,938,887
Value of total assets at beginning of year2013-12-31$2,841,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$600,779
Total interest from all sources2013-12-31$1,205
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$77,988
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$225,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$412,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$718,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$65,043
Administrative expenses (other) incurred2013-12-31$83,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-315,181
Value of net assets at end of year (total assets less liabilities)2013-12-31$872,897
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,188,078
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,391,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,947,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,947,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,205
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$368,305
Asset value of US Government securities at end of year2013-12-31$828,230
Asset value of US Government securities at beginning of year2013-12-31$829,190
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$9,466,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,400,832
Contract administrator fees2013-12-31$439,652
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,065,990
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,653,411
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,653,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,766,663
Total income from all sources (including contributions)2012-12-31$9,711,775
Total of all expenses incurred2012-12-31$9,563,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,982,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,710,829
Value of total assets at end of year2012-12-31$2,841,489
Value of total assets at beginning of year2012-12-31$2,806,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$580,502
Total interest from all sources2012-12-31$946
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$52,143
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$225,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-113,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$65,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$73,596
Administrative expenses (other) incurred2012-12-31$89,340
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$148,485
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,188,078
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,039,593
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,947,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,732,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,732,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$946
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$259,194
Asset value of US Government securities at end of year2012-12-31$829,190
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$9,710,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,836,846
Contract administrator fees2012-12-31$439,019
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,653,411
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,766,663
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,766,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,841,319
Total income from all sources (including contributions)2011-12-31$9,755,838
Total of all expenses incurred2011-12-31$9,345,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,731,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,752,664
Value of total assets at end of year2011-12-31$2,806,256
Value of total assets at beginning of year2011-12-31$2,471,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$614,036
Total interest from all sources2011-12-31$3,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$60,499
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$225,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-74,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$73,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,048,826
Administrative expenses (other) incurred2011-12-31$14,256
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$409,862
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,039,593
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$629,731
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,732,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,422,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,422,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,174
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$335,101
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$9,752,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,471,495
Contract administrator fees2011-12-31$539,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,766,663
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,841,319
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,841,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,220,526
Total income from all sources (including contributions)2010-12-31$11,441,012
Total of all expenses incurred2010-12-31$11,592,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,840,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,437,714
Value of total assets at end of year2010-12-31$2,471,050
Value of total assets at beginning of year2010-12-31$2,001,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$751,701
Total interest from all sources2010-12-31$3,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$55,279
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$225,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,014,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$632,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,048,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$482,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,560
Administrative expenses (other) incurred2010-12-31$78,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-151,487
Value of net assets at end of year (total assets less liabilities)2010-12-31$629,731
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$781,218
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,422,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,519,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,519,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,298
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$485,124
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$10,422,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,723,321
Contract administrator fees2010-12-31$617,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,841,319
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,208,966
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for MID-VALLEY IPA EMPLOYEE BENEFIT PLAN

2019: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
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: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
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: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MID-VALLEY IPA EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312465401
Policy instance 1
Insurance contract or identification numberP0312465401
Number of Individuals Covered676
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $191,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312465402
Policy instance 1
Insurance contract or identification numberP0312465402
Number of Individuals Covered986
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
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
Welfare Benefit Premiums Paid to CarrierUSD $183,313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number439146500
Policy instance 1
Insurance contract or identification number439146500
Number of Individuals Covered985
Insurance policy start date2013-01-01
Insurance policy end date2013-07-31
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
Welfare Benefit Premiums Paid to CarrierUSD $259,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract number43-91-456-01
Policy instance 2
Insurance contract or identification number43-91-456-01
Number of Individuals Covered986
Insurance policy start date2013-08-01
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
Welfare Benefit Premiums Paid to CarrierUSD $109,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number439146500
Policy instance 1
Insurance contract or identification number439146500
Number of Individuals Covered991
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
Welfare Benefit Premiums Paid to CarrierUSD $259,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract number9906-1167
Policy instance 1
Insurance contract or identification number9906-1167
Number of Individuals Covered1085
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
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
Welfare Benefit Premiums Paid to CarrierUSD $144,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number439146500
Policy instance 2
Insurance contract or identification number439146500
Number of Individuals Covered1085
Insurance policy start date2011-05-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $190,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract number9906-1167
Policy instance 1
Insurance contract or identification number9906-1167
Number of Individuals Covered1227
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
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
Welfare Benefit Premiums Paid to CarrierUSD $485,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3