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LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 401k Plan overview

Plan NameLIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN
Plan identification number 001

LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

LIFE-SCIENCE INNOVATIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LIFE-SCIENCE INNOVATIONS, LLC
Employer identification number (EIN):270123014
NAIC Classification:112300
NAIC Description:Poultry & Egg Production

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01BETH WOSMEK
0012015-10-01BETH WOSMEK
0012014-10-01BETH WOSMEK
0012013-10-01BETH WOSMEK
0012012-10-01BETH WOSMEK
0012011-10-01BETH WOSMEK
0012010-10-01BETH WOSMEK BETH WOSMEK2012-07-16
0012009-10-01RONALD R. HANSON RONALD R. HANSON2011-07-01

Plan Statistics for LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

401k plan membership statisitcs for LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

Measure Date Value
2021: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-013,039
Total number of active participants reported on line 7a of the Form 55002021-10-012,087
Number of retired or separated participants receiving benefits2021-10-0117
Number of other retired or separated participants entitled to future benefits2021-10-01247
Total of all active and inactive participants2021-10-012,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-012,351
Number of participants with account balances2021-10-011,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0140
2020: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,838
Total number of active participants reported on line 7a of the Form 55002020-10-011,631
Number of retired or separated participants receiving benefits2020-10-0121
Number of other retired or separated participants entitled to future benefits2020-10-01233
Total of all active and inactive participants2020-10-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-011,885
Number of participants with account balances2020-10-011,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0136
2019: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,976
Total number of active participants reported on line 7a of the Form 55002019-10-011,525
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01276
Total of all active and inactive participants2019-10-011,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-011,801
Number of participants with account balances2019-10-011,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-018
2018: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-012,363
Total number of active participants reported on line 7a of the Form 55002018-10-011,706
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01270
Total of all active and inactive participants2018-10-011,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-011,976
Number of participants with account balances2018-10-011,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-019
2017: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-012,394
Total number of active participants reported on line 7a of the Form 55002017-10-011,896
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01467
Total of all active and inactive participants2017-10-012,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-012,363
Number of participants with account balances2017-10-011,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-012,087
Total number of active participants reported on line 7a of the Form 55002016-10-011,936
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01458
Total of all active and inactive participants2016-10-012,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-012,394
Number of participants with account balances2016-10-011,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012,105
Total number of active participants reported on line 7a of the Form 55002015-10-011,612
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01473
Total of all active and inactive participants2015-10-012,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-012
Total participants2015-10-012,087
Number of participants with account balances2015-10-011,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012,426
Total number of active participants reported on line 7a of the Form 55002014-10-011,548
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01443
Total of all active and inactive participants2014-10-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-011,993
Number of participants with account balances2014-10-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-01233
2013: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,985
Total number of active participants reported on line 7a of the Form 55002013-10-011,649
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01776
Total of all active and inactive participants2013-10-012,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-012,426
Number of participants with account balances2013-10-011,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0190
2012: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,871
Total number of active participants reported on line 7a of the Form 55002012-10-011,473
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01510
Total of all active and inactive participants2012-10-011,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-012
Total participants2012-10-011,985
Number of participants with account balances2012-10-011,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-01130
2011: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,190
Total number of active participants reported on line 7a of the Form 55002011-10-011,579
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01291
Total of all active and inactive participants2011-10-011,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-011,871
Number of participants with account balances2011-10-011,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0156
2010: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-011,203
Total number of active participants reported on line 7a of the Form 55002010-10-011,103
Number of retired or separated participants receiving benefits2010-10-0112
Number of other retired or separated participants entitled to future benefits2010-10-0175
Total of all active and inactive participants2010-10-011,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-011,190
Number of participants with account balances2010-10-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-01261
2009: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01956
Total number of active participants reported on line 7a of the Form 55002009-10-011,121
Number of retired or separated participants receiving benefits2009-10-0113
Number of other retired or separated participants entitled to future benefits2009-10-0169
Total of all active and inactive participants2009-10-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-011,203
Number of participants with account balances2009-10-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-01157

Financial Data on LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

Measure Date Value
2022 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-4,832,972
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$5,645,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$5,430,068
Expenses. Certain deemed distributions of participant loans2022-09-30$12,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$7,335,808
Value of total assets at end of year2022-09-30$64,536,465
Value of total assets at beginning of year2022-09-30$75,014,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$202,691
Total interest from all sources2022-09-30$51,535
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$3,927,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$3,927,963
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$3,624,860
Participant contributions at end of year2022-09-30$1,030,172
Participant contributions at beginning of year2022-09-30$951,071
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$1,097,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-10,477,980
Value of net assets at end of year (total assets less liabilities)2022-09-30$64,536,465
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$75,014,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$53,800,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$64,256,405
Interest on participant loans2022-09-30$49,932
Interest earned on other investments2022-09-30$1,603
Value of interest in common/collective trusts at end of year2022-09-30$9,251,414
Value of interest in common/collective trusts at beginning of year2022-09-30$9,441,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$74,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$53,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-16,353,853
Net investment gain or loss from common/collective trusts2022-09-30$205,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$2,613,404
Employer contributions (assets) at end of year2022-09-30$379,557
Employer contributions (assets) at beginning of year2022-09-30$311,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$5,430,068
Contract administrator fees2022-09-30$202,691
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2022-09-30411596605
2021 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$18,291,583
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$7,050,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$6,832,340
Expenses. Certain deemed distributions of participant loans2021-09-30$10,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$5,784,279
Value of total assets at end of year2021-09-30$75,014,445
Value of total assets at beginning of year2021-09-30$63,773,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$208,127
Total interest from all sources2021-09-30$51,055
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$1,726,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$1,726,867
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$3,084,528
Participant contributions at end of year2021-09-30$951,071
Participant contributions at beginning of year2021-09-30$904,619
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$214,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$57,316
Other income not declared elsewhere2021-09-30$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$11,241,008
Value of net assets at end of year (total assets less liabilities)2021-09-30$75,014,445
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$63,773,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$64,256,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$52,638,133
Interest on participant loans2021-09-30$48,750
Interest earned on other investments2021-09-30$2,305
Value of interest in common/collective trusts at end of year2021-09-30$9,441,413
Value of interest in common/collective trusts at beginning of year2021-09-30$9,853,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$53,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$103,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$10,511,818
Net investment gain or loss from common/collective trusts2021-09-30$217,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$2,485,465
Employer contributions (assets) at end of year2021-09-30$311,676
Employer contributions (assets) at beginning of year2021-09-30$273,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$6,775,024
Contract administrator fees2021-09-30$208,127
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2021-09-30411596605
2020 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$9,072,303
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$13,091,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$12,693,879
Expenses. Certain deemed distributions of participant loans2020-09-30$228,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$5,429,958
Value of total assets at end of year2020-09-30$63,773,437
Value of total assets at beginning of year2020-09-30$67,793,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$169,926
Total interest from all sources2020-09-30$71,114
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$2,029,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$2,029,967
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$2,941,967
Participant contributions at end of year2020-09-30$904,619
Participant contributions at beginning of year2020-09-30$1,051,422
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$332,475
Other income not declared elsewhere2020-09-30$-868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-4,019,626
Value of net assets at end of year (total assets less liabilities)2020-09-30$63,773,437
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$67,793,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$52,638,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$57,259,355
Interest on participant loans2020-09-30$69,320
Interest earned on other investments2020-09-30$1,794
Value of interest in common/collective trusts at end of year2020-09-30$9,853,610
Value of interest in common/collective trusts at beginning of year2020-09-30$15,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$103,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$9,219,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$1,399,442
Net investment gain or loss from common/collective trusts2020-09-30$142,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$2,155,516
Employer contributions (assets) at end of year2020-09-30$273,819
Employer contributions (assets) at beginning of year2020-09-30$247,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$12,693,879
Contract administrator fees2020-09-30$169,926
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2020-09-30411596605
2019 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$7,765,901
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$8,187,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$7,897,328
Expenses. Certain deemed distributions of participant loans2019-09-30$225,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$5,889,026
Value of total assets at end of year2019-09-30$67,793,063
Value of total assets at beginning of year2019-09-30$68,214,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$64,709
Total interest from all sources2019-09-30$184,098
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$3,320,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$3,320,097
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$3,186,510
Participant contributions at end of year2019-09-30$1,051,422
Participant contributions at beginning of year2019-09-30$1,370,678
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$436,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-421,342
Value of net assets at end of year (total assets less liabilities)2019-09-30$67,793,063
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$68,214,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$57,259,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$55,100,514
Interest on participant loans2019-09-30$64,158
Interest earned on other investments2019-09-30$119,940
Value of interest in common/collective trusts at end of year2019-09-30$15,304
Value of interest in common/collective trusts at beginning of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$9,219,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$11,532,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-1,627,321
Net investment gain or loss from common/collective trusts2019-09-30$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$2,265,725
Employer contributions (assets) at end of year2019-09-30$247,051
Employer contributions (assets) at beginning of year2019-09-30$210,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$7,897,328
Contract administrator fees2019-09-30$64,709
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2019-09-30411596605
2018 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$10,468,167
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$5,245,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$5,134,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$5,249,706
Value of total assets at end of year2018-09-30$68,214,405
Value of total assets at beginning of year2018-09-30$62,991,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$111,329
Total interest from all sources2018-09-30$214,320
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$2,580,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$2,580,099
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$2,969,468
Participant contributions at end of year2018-09-30$1,370,678
Participant contributions at beginning of year2018-09-30$1,434,996
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$186,589
Other income not declared elsewhere2018-09-30$22,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$5,222,783
Value of net assets at end of year (total assets less liabilities)2018-09-30$68,214,405
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$62,991,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$55,100,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$49,804,041
Interest on participant loans2018-09-30$82,633
Interest earned on other investments2018-09-30$131,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$11,532,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$11,556,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,401,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,093,649
Employer contributions (assets) at end of year2018-09-30$210,231
Employer contributions (assets) at beginning of year2018-09-30$196,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$5,134,055
Contract administrator fees2018-09-30$111,329
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2018-09-30411596605
2017 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$11,451,405
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$3,734,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$3,580,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$4,824,138
Value of total assets at end of year2017-09-30$62,991,622
Value of total assets at beginning of year2017-09-30$55,275,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$154,360
Total interest from all sources2017-09-30$199,977
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$1,863,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$1,863,055
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$2,718,478
Participant contributions at end of year2017-09-30$1,434,996
Participant contributions at beginning of year2017-09-30$1,363,366
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$182,776
Other income not declared elsewhere2017-09-30$109,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$7,716,446
Value of net assets at end of year (total assets less liabilities)2017-09-30$62,991,622
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$55,275,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$49,804,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$41,872,820
Interest on participant loans2017-09-30$65,422
Interest earned on other investments2017-09-30$134,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$11,556,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$11,867,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$4,454,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,922,884
Employer contributions (assets) at end of year2017-09-30$196,176
Employer contributions (assets) at beginning of year2017-09-30$171,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$3,580,599
Contract administrator fees2017-09-30$154,360
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2017-09-30411596605
2016 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$9,319,774
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$4,216,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$4,038,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$4,608,184
Value of total assets at end of year2016-09-30$55,275,176
Value of total assets at beginning of year2016-09-30$50,172,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$178,911
Total interest from all sources2016-09-30$217,443
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$1,937,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$1,937,159
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$2,579,099
Participant contributions at end of year2016-09-30$1,363,366
Participant contributions at beginning of year2016-09-30$1,355,252
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$297,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$5,102,842
Value of net assets at end of year (total assets less liabilities)2016-09-30$55,275,176
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$50,172,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$41,872,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$37,041,483
Interest on participant loans2016-09-30$72,704
Interest earned on other investments2016-09-30$144,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$11,867,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$11,618,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$2,556,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,731,933
Employer contributions (assets) at end of year2016-09-30$171,084
Employer contributions (assets) at beginning of year2016-09-30$156,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$4,038,021
Contract administrator fees2016-09-30$178,911
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2016-09-30411596605
2015 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$3,372,713
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$5,052,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$4,728,626
Expenses. Certain deemed distributions of participant loans2015-09-30$245,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$3,831,495
Value of total assets at end of year2015-09-30$50,172,334
Value of total assets at beginning of year2015-09-30$51,851,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$78,315
Total interest from all sources2015-09-30$210,541
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$2,041,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$2,041,675
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$2,211,307
Participant contributions at end of year2015-09-30$1,355,252
Participant contributions at beginning of year2015-09-30$1,168,428
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$44,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,679,331
Value of net assets at end of year (total assets less liabilities)2015-09-30$50,172,334
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$51,851,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$37,041,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$38,163,257
Interest on participant loans2015-09-30$58,026
Interest earned on other investments2015-09-30$151,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$1,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$11,618,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$12,371,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-2,710,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,575,254
Employer contributions (assets) at end of year2015-09-30$156,715
Employer contributions (assets) at beginning of year2015-09-30$148,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$4,728,626
Contract administrator fees2015-09-30$78,315
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2015-09-30411596605
2014 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$8,275,548
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$3,410,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$3,367,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$4,160,738
Value of total assets at end of year2014-09-30$51,851,665
Value of total assets at beginning of year2014-09-30$46,986,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$43,591
Total interest from all sources2014-09-30$213,615
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$2,127,350
Participant contributions at end of year2014-09-30$1,168,428
Participant contributions at beginning of year2014-09-30$1,200,602
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$519,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$4,864,724
Value of net assets at end of year (total assets less liabilities)2014-09-30$51,851,665
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$46,986,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$38,163,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$33,673,984
Interest on participant loans2014-09-30$52,242
Interest earned on other investments2014-09-30$161,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$12,371,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$11,962,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$3,901,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,514,304
Employer contributions (assets) at end of year2014-09-30$148,849
Employer contributions (assets) at beginning of year2014-09-30$149,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$3,367,233
Contract administrator fees2014-09-30$43,591
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2014-09-30411596605
2013 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$9,300,759
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$3,211,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$3,099,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$4,125,873
Value of total assets at end of year2013-09-30$46,986,941
Value of total assets at beginning of year2013-09-30$40,897,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$111,959
Total interest from all sources2013-09-30$213,550
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$2,145,885
Participant contributions at end of year2013-09-30$1,200,602
Participant contributions at beginning of year2013-09-30$1,225,414
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$493,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$6,088,946
Value of net assets at end of year (total assets less liabilities)2013-09-30$46,986,941
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$40,897,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$33,673,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$27,805,499
Interest on participant loans2013-09-30$56,642
Interest earned on other investments2013-09-30$156,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$11,962,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$11,322,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$4,961,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,486,288
Employer contributions (assets) at end of year2013-09-30$149,560
Employer contributions (assets) at beginning of year2013-09-30$544,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$3,099,854
Contract administrator fees2013-09-30$111,959
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2013-09-30411596605
2012 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$10,640,554
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$3,481,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$3,408,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$4,052,934
Value of total assets at end of year2012-09-30$40,897,995
Value of total assets at beginning of year2012-09-30$33,738,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$72,814
Total interest from all sources2012-09-30$263,405
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$2,101,567
Participant contributions at end of year2012-09-30$1,225,414
Participant contributions at beginning of year2012-09-30$971,585
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$101,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$3,116,301
Total non interest bearing cash at end of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$7,159,315
Value of net assets at end of year (total assets less liabilities)2012-09-30$40,897,995
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$33,738,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$27,805,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$0
Value of interest in pooled separate accounts at end of year2012-09-30$0
Value of interest in pooled separate accounts at beginning of year2012-09-30$19,443,379
Interest on participant loans2012-09-30$75,518
Interest earned on other investments2012-09-30$187,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$11,322,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$9,185,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$6,324,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,849,626
Employer contributions (assets) at end of year2012-09-30$544,349
Employer contributions (assets) at beginning of year2012-09-30$1,022,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$3,408,425
Contract administrator fees2012-09-30$72,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30Yes
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2012-09-30411596605
2011 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$3,116,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$3,938,902
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$2,592,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$2,504,209
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$3,946,311
Value of total assets at end of year2011-09-30$33,738,680
Value of total assets at beginning of year2011-09-30$29,276,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$88,287
Total interest from all sources2011-09-30$317,019
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$1,699,013
Participant contributions at end of year2011-09-30$971,585
Participant contributions at beginning of year2011-09-30$863,289
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$150,424
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$3,116,301
Other income not declared elsewhere2011-09-30$0
Administrative expenses (other) incurred2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,345,942
Value of net assets at end of year (total assets less liabilities)2011-09-30$33,738,680
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$29,276,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$61,821
Value of interest in pooled separate accounts at end of year2011-09-30$19,443,379
Value of interest in pooled separate accounts at beginning of year2011-09-30$19,336,976
Interest on participant loans2011-09-30$52,355
Interest earned on other investments2011-09-30$264,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$9,185,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$9,076,172
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$-324,428
Net investment gain or loss from common/collective trusts2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$2,096,874
Employer contributions (assets) at end of year2011-09-30$1,022,405
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$2,504,209
Contract administrator fees2011-09-30$26,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30LATHAM & PARKER, LLP
Accountancy firm EIN2011-09-30411596605
2010 : LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN

2021: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulitple employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulitple employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulitple employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulitple employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulitple employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulitple employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulitple employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulitple employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulitple employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulitple employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulitple employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: LIFE-SCIENCE INNOVATIONS AND AFFILIATES RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered1513
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered407
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered489
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered509
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered611
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered622
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $16,497
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 $16,497
Insurance broker organization code?3
Insurance broker nameJAMES MCQUILLAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385038-01
Policy instance 1
Insurance contract or identification number385038-01
Number of Individuals Covered586
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $14,843
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9453
Policy instance 2
Insurance contract or identification numberSF 9453
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2011-10-11
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9453
Policy instance 1
Insurance contract or identification numberSF 9453
Number of Individuals Covered1190
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $37,753
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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