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MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 401k Plan overview

Plan NameMERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES
Plan identification number 007

MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HACKENSACK MERIDIAN HEALTH has sponsored the creation of one or more 401k plans.

Company Name:HACKENSACK MERIDIAN HEALTH
Employer identification number (EIN):223474145
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072019-01-01
0072018-01-01
0072017-01-01NANCY R. CORCORAN-DAVIDOFF ROBERT LIOTTO2018-10-11
0072016-01-01DAVID WORKS ROBERT LIOTTO2017-10-12
0072015-01-01SHERRIE J. STRING ROBERT LIOTTO2016-10-13
0072014-01-01SHERRIE J. STRING ROBERT LIOTTO2015-10-06
0072013-01-01SHERRIE J. STRING
0072012-01-01SHERRIE J. STRING SHERRIE J. STRING2013-10-15
0072011-01-01SHERRIE STRING
0072010-01-01KATHLEEN BOUSHIE2011-10-07 SHERRIE STRING2011-10-10

Plan Statistics for MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES

401k plan membership statisitcs for MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES

Measure Date Value
2019: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2019 401k membership
Total participants, beginning-of-year2019-01-011,092
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
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2018 401k membership
Total participants, beginning-of-year2018-01-011,075
Total number of active participants reported on line 7a of the Form 55002018-01-01947
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01134
Total of all active and inactive participants2018-01-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,092
Number of participants with account balances2018-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2017 401k membership
Total participants, beginning-of-year2017-01-011,007
Total number of active participants reported on line 7a of the Form 55002017-01-01949
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,005
Number of participants with account balances2017-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2016 401k membership
Total participants, beginning-of-year2016-01-01882
Total number of active participants reported on line 7a of the Form 55002016-01-01964
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,007
Number of participants with account balances2016-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2015 401k membership
Total participants, beginning-of-year2015-01-01813
Total number of active participants reported on line 7a of the Form 55002015-01-01851
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01882
Number of participants with account balances2015-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2014 401k membership
Total participants, beginning-of-year2014-01-011,033
Total number of active participants reported on line 7a of the Form 55002014-01-01798
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01813
Number of participants with account balances2014-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2013 401k membership
Total participants, beginning-of-year2013-01-01819
Total number of active participants reported on line 7a of the Form 55002013-01-011,017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,033
Number of participants with account balances2013-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2012 401k membership
Total participants, beginning-of-year2012-01-01740
Total number of active participants reported on line 7a of the Form 55002012-01-01801
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01819
Number of participants with account balances2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2011 401k membership
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01737
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01740
Number of participants with account balances2011-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES

Measure Date Value
2019 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$12,930,869
Total transfer of assets from this plan2019-12-31$12,930,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,114,928
Total income from all sources (including contributions)2019-12-31$2,114,928
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$878,715
Total of all expenses incurred2019-12-31$878,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$860,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$860,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$11,694,656
Value of total assets at beginning of year2019-12-31$11,694,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,371
Total interest from all sources2019-12-31$27,629
Total interest from all sources2019-12-31$27,629
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$263,969
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$263,969
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$263,969
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$263,969
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$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$466,303
Participant contributions at beginning of year2019-12-31$466,303
Other income not declared elsewhere2019-12-31$2,053
Other income not declared elsewhere2019-12-31$2,053
Administrative expenses (other) incurred2019-12-31$18,371
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$1,236,213
Value of net income/loss2019-12-31$1,236,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,694,656
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,694,656
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 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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,078,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,078,076
Interest on participant loans2019-12-31$20,016
Interest on participant loans2019-12-31$20,016
Interest earned on other investments2019-12-31$7,401
Interest earned on other investments2019-12-31$7,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$200,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$200,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$200,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$200,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,949,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,949,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,821,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,821,277
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$860,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$860,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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 name2019-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm name2019-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2019-12-31830414789
Accountancy firm EIN2019-12-31830414789
2018 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,968,022
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,214,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,181,600
Expenses. Certain deemed distributions of participant loans2018-12-31$32,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,595,831
Value of total assets at end of year2018-12-31$11,694,656
Value of total assets at beginning of year2018-12-31$10,941,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$712
Total interest from all sources2018-12-31$57,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$742,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$742,043
Administrative expenses professional fees incurred2018-12-31$574
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,630,025
Participant contributions at end of year2018-12-31$466,303
Participant contributions at beginning of year2018-12-31$383,886
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$40
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$210,923
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$753,147
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,694,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,941,509
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$9,078,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,763,856
Interest on participant loans2018-12-31$19,582
Interest earned on other investments2018-12-31$35,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$200,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$50,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$50,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,949,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,740,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,427,629
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$754,883
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,181,600
Contract administrator fees2018-12-31$138
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 name2018-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,681,332
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$807,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$793,577
Expenses. Certain deemed distributions of participant loans2017-12-31$13,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,312,643
Value of total assets at end of year2017-12-31$10,941,509
Value of total assets at beginning of year2017-12-31$8,067,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71
Total interest from all sources2017-12-31$41,180
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$399,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$399,578
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,438,439
Participant contributions at end of year2017-12-31$383,886
Participant contributions at beginning of year2017-12-31$273,172
Participant contributions at end of year2017-12-31$40
Participant contributions at beginning of year2017-12-31$204
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$205,616
Administrative expenses (other) incurred2017-12-31$71
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$2,874,078
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,941,509
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,067,431
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$8,763,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,254,548
Interest on participant loans2017-12-31$14,823
Interest earned on other investments2017-12-31$25,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$50,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$47,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$47,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,740,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,492,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$927,931
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$668,588
Employer contributions (assets) at end of year2017-12-31$2,032
Employer contributions (assets) at beginning of year2017-12-31$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$793,577
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 name2017-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,844,863
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$472,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$461,665
Expenses. Certain deemed distributions of participant loans2016-12-31$8,930
Value of total corrective distributions2016-12-31$80
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,409,049
Value of total assets at end of year2016-12-31$8,067,431
Value of total assets at beginning of year2016-12-31$5,694,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,466
Total interest from all sources2016-12-31$28,108
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$245,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$245,929
Administrative expenses professional fees incurred2016-12-31$1,438
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,233,790
Participant contributions at end of year2016-12-31$273,172
Participant contributions at beginning of year2016-12-31$154,861
Participant contributions at end of year2016-12-31$204
Participant contributions at beginning of year2016-12-31$20,393
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$581,306
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$2,372,722
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,067,431
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,694,709
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$6,254,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,308,421
Interest on participant loans2016-12-31$7,179
Interest earned on other investments2016-12-31$20,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$47,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$43,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$43,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,492,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,156,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$161,777
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$593,953
Employer contributions (assets) at end of year2016-12-31$4
Employer contributions (assets) at beginning of year2016-12-31$11,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$461,665
Contract administrator fees2016-12-31$28
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 name2016-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,688,561
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$295,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$276,994
Expenses. Certain deemed distributions of participant loans2015-12-31$18,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,688,940
Value of total assets at end of year2015-12-31$5,694,709
Value of total assets at beginning of year2015-12-31$4,302,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19
Total interest from all sources2015-12-31$21,752
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$207,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$207,365
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,037,607
Participant contributions at end of year2015-12-31$154,861
Participant contributions at beginning of year2015-12-31$129,231
Participant contributions at end of year2015-12-31$20,393
Participant contributions at beginning of year2015-12-31$15,815
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$134,914
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$1,392,563
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,694,709
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,302,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$19
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,308,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,112,460
Interest on participant loans2015-12-31$5,292
Interest earned on other investments2015-12-31$16,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$43,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$37,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$37,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,156,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$999,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-229,496
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$516,419
Employer contributions (assets) at end of year2015-12-31$11,744
Employer contributions (assets) at beginning of year2015-12-31$7,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$276,994
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 name2015-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,623,008
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$237,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$229,255
Expenses. Certain deemed distributions of participant loans2014-12-31$5,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,443,989
Value of total assets at end of year2014-12-31$4,302,146
Value of total assets at beginning of year2014-12-31$2,916,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,842
Total interest from all sources2014-12-31$17,091
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$134,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$134,094
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$923,352
Participant contributions at end of year2014-12-31$129,231
Participant contributions at beginning of year2014-12-31$77,994
Participant contributions at end of year2014-12-31$15,815
Participant contributions at beginning of year2014-12-31$128
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$86,967
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$1,385,497
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,302,146
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,916,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,112,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,042,154
Interest on participant loans2014-12-31$3,841
Interest earned on other investments2014-12-31$13,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$37,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$33,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$33,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$999,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$761,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,834
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$433,670
Employer contributions (assets) at end of year2014-12-31$7,010
Employer contributions (assets) at beginning of year2014-12-31$1,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$229,255
Contract administrator fees2014-12-31$49
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 name2014-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,513,767
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$107,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$106,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,207,115
Value of total assets at end of year2013-12-31$2,916,649
Value of total assets at beginning of year2013-12-31$1,510,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$702
Total interest from all sources2013-12-31$19,538
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$59,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$59,727
Administrative expenses professional fees incurred2013-12-31$298
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$774,536
Participant contributions at end of year2013-12-31$77,994
Participant contributions at beginning of year2013-12-31$11,003
Participant contributions at end of year2013-12-31$128
Participant contributions at beginning of year2013-12-31$17,495
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,529
Other income not declared elsewhere2013-12-31$350
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$1,406,596
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,916,649
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,510,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$404
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,042,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,000,430
Interest on participant loans2013-12-31$1,154
Interest earned on other investments2013-12-31$18,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$33,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$761,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$468,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$227,037
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$392,050
Employer contributions (assets) at end of year2013-12-31$1,692
Employer contributions (assets) at beginning of year2013-12-31$13,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$106,469
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 name2013-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,140,877
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$29,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,033,690
Value of total assets at end of year2012-12-31$1,510,053
Value of total assets at beginning of year2012-12-31$399,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,004
Total interest from all sources2012-12-31$6,789
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$21,699
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$598,308
Participant contributions at end of year2012-12-31$11,003
Participant contributions at beginning of year2012-12-31$1,863
Participant contributions at end of year2012-12-31$17,495
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$134,710
Other income not declared elsewhere2012-12-31$18,546
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$1,111,044
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,510,053
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$399,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,000,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$232,312
Interest on participant loans2012-12-31$72
Interest earned on other investments2012-12-31$6,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$468,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$164,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$60,153
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$300,672
Employer contributions (assets) at end of year2012-12-31$13,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,829
Contract administrator fees2012-12-31$17,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$341,383
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,406
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$342,306
Value of total assets at end of year2011-12-31$399,009
Value of total assets at beginning of year2011-12-31$59,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$255
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,565
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,673
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$216,185
Participant contributions at end of year2011-12-31$1,863
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$494
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$339,722
Value of net assets at end of year (total assets less liabilities)2011-12-31$399,009
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,287
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$232,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,205
Interest on participant loans2011-12-31$18
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$1,547
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$164,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,082
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,655
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$90,887
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,406
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$255
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2011-12-31830414789

Form 5500 Responses for MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES

2019: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERIDIAN 403(B) SAVINGS PLAN FOR PARTNER COMPANIES 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407645
Policy instance 2
Insurance contract or identification number407645
Number of Individuals Covered0
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 1
Insurance contract or identification number893462-007
Number of Individuals Covered0
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 1
Insurance contract or identification number893462-007
Number of Individuals Covered105
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 1
Insurance contract or identification number893462-007
Number of Individuals Covered109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 1
Insurance contract or identification number893462-007
Number of Individuals Covered104
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 1
Insurance contract or identification number893462-007
Number of Individuals Covered100
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 1
Insurance contract or identification number893462-007
Number of Individuals Covered104
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013641-07
Policy instance 1
Insurance contract or identification number1013641-07
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-08
Total amount of commissions paid to insurance brokerUSD $2,471
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2,471
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893462-007
Policy instance 2
Insurance contract or identification number893462-007
Number of Individuals Covered113
Insurance policy start date2012-10-09
Insurance policy end date2012-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013641-07
Policy instance 1
Insurance contract or identification number1013641-07
Number of Individuals Covered106
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,582
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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