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OCLC SUPPLEMENTAL PLAN 401k Plan overview

Plan NameOCLC SUPPLEMENTAL PLAN
Plan identification number 002

OCLC SUPPLEMENTAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

OCLC, INC. has sponsored the creation of one or more 401k plans.

Company Name:OCLC, INC.
Employer identification number (EIN):310734115
NAIC Classification:519100

Additional information about OCLC, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1967-07-06
Company Identification Number: 362623
Legal Registered Office Address: 6565 KILGOUR PLACE
-
DUBLIN
United States of America (USA)
430173395

More information about OCLC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCLC SUPPLEMENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TAMMI SPAYDE
0022016-01-01TAMMI SPAYDE
0022015-01-01TAMMI SPAYDE
0022014-01-01TAMMI SPAYDE
0022013-01-01TAMMI SPAYDE
0022012-01-01RICK SCHWIETERMAN
0022011-01-01RICK SCHWIETERMAN
0022010-01-01SUSAN MARSICO
0022009-01-01RICK SCHWIETERMAN

Plan Statistics for OCLC SUPPLEMENTAL PLAN

401k plan membership statisitcs for OCLC SUPPLEMENTAL PLAN

Measure Date Value
2022: OCLC SUPPLEMENTAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01882
Total number of active participants reported on line 7a of the Form 55002022-01-01829
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01911
Number of participants with account balances2022-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OCLC SUPPLEMENTAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01920
Total number of active participants reported on line 7a of the Form 55002021-01-01811
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01882
Number of participants with account balances2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OCLC SUPPLEMENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01934
Total number of active participants reported on line 7a of the Form 55002020-01-01853
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01918
Number of participants with account balances2020-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OCLC SUPPLEMENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01920
Total number of active participants reported on line 7a of the Form 55002019-01-01862
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01934
Number of participants with account balances2019-01-01257
2018: OCLC SUPPLEMENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01904
Total number of active participants reported on line 7a of the Form 55002018-01-01843
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01920
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OCLC SUPPLEMENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01883
Total number of active participants reported on line 7a of the Form 55002017-01-01844
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01904
Number of participants with account balances2017-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OCLC SUPPLEMENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01884
Total number of active participants reported on line 7a of the Form 55002016-01-01826
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01883
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OCLC SUPPLEMENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01933
Total number of active participants reported on line 7a of the Form 55002015-01-01829
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01884
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OCLC SUPPLEMENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01897
Total number of active participants reported on line 7a of the Form 55002014-01-01893
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01933
Number of participants with account balances2014-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OCLC SUPPLEMENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01952
Total number of active participants reported on line 7a of the Form 55002013-01-01864
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01897
Number of participants with account balances2013-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OCLC SUPPLEMENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01926
Total number of active participants reported on line 7a of the Form 55002012-01-01924
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01952
Number of participants with account balances2012-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OCLC SUPPLEMENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,000
Total number of active participants reported on line 7a of the Form 55002011-01-01898
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01926
Number of participants with account balances2011-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OCLC SUPPLEMENTAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01898
Total number of active participants reported on line 7a of the Form 55002010-01-01972
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,000
Number of participants with account balances2010-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OCLC SUPPLEMENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,034
Total number of active participants reported on line 7a of the Form 55002009-01-01881
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01898
Number of participants with account balances2009-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OCLC SUPPLEMENTAL PLAN

Measure Date Value
2022 : OCLC SUPPLEMENTAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,994,595
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,812,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,810,729
Expenses. Certain deemed distributions of participant loans2022-12-31$814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,381,594
Value of total assets at end of year2022-12-31$19,528,727
Value of total assets at beginning of year2022-12-31$24,335,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$921
Total interest from all sources2022-12-31$69,666
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$546,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$546,716
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,381,594
Participant contributions at end of year2022-12-31$685
Participant contributions at beginning of year2022-12-31$3,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,807,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,528,727
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,335,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,575,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,052,352
Interest on participant loans2022-12-31$97
Interest earned on other investments2022-12-31$69,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,953,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,280,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,992,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,810,729
Contract administrator fees2022-12-31$921
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : OCLC SUPPLEMENTAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,892,840
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,328,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,326,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,360,442
Value of total assets at end of year2021-12-31$24,335,786
Value of total assets at beginning of year2021-12-31$21,771,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,765
Total interest from all sources2021-12-31$75,447
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,034,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,034,507
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,360,442
Participant contributions at end of year2021-12-31$3,246
Participant contributions at beginning of year2021-12-31$6,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,564,532
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,335,786
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,771,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,052,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,483,253
Interest on participant loans2021-12-31$395
Interest earned on other investments2021-12-31$75,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,280,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,281,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,422,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,326,543
Contract administrator fees2021-12-31$201
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : OCLC SUPPLEMENTAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,618,109
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,838,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,838,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,256,835
Value of total assets at end of year2020-12-31$21,771,254
Value of total assets at beginning of year2020-12-31$19,991,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50
Total interest from all sources2020-12-31$83,662
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$839,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$839,294
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,256,835
Participant contributions at end of year2020-12-31$6,299
Participant contributions at beginning of year2020-12-31$11,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,779,811
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,771,254
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,991,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,483,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,206,642
Interest on participant loans2020-12-31$542
Interest earned on other investments2020-12-31$83,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,281,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,773,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,438,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,838,248
Contract administrator fees2020-12-31$50
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : OCLC SUPPLEMENTAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,437,112
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,476,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,475,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,237,442
Value of total assets at end of year2019-12-31$19,991,443
Value of total assets at beginning of year2019-12-31$18,031,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$899
Total interest from all sources2019-12-31$70,939
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$797,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$797,917
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,237,442
Participant contributions at end of year2019-12-31$11,162
Participant contributions at beginning of year2019-12-31$15,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,960,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,991,443
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,031,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$855
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,206,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,827,983
Interest on participant loans2019-12-31$800
Interest earned on other investments2019-12-31$70,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,773,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,188,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,330,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,475,887
Contract administrator fees2019-12-31$44
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
2018 : OCLC SUPPLEMENTAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$228,365
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,862,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,860,618
Expenses. Certain deemed distributions of participant loans2018-12-31$1,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,185,899
Value of total assets at end of year2018-12-31$18,031,117
Value of total assets at beginning of year2018-12-31$19,665,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63
Total interest from all sources2018-12-31$72,861
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$890,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$890,972
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,185,899
Participant contributions at end of year2018-12-31$15,002
Participant contributions at beginning of year2018-12-31$4,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,634,237
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,031,117
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,665,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,827,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,560,088
Interest on participant loans2018-12-31$358
Interest earned on other investments2018-12-31$72,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,188,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,100,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,921,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,860,618
Contract administrator fees2018-12-31$63
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-12-31251408703
2017 : OCLC SUPPLEMENTAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,799,537
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,559,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,549,876
Value of total corrective distributions2017-12-31$9,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,401,143
Value of total assets at end of year2017-12-31$19,665,354
Value of total assets at beginning of year2017-12-31$17,425,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$100
Total interest from all sources2017-12-31$69,607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$672,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$672,034
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,296,419
Participant contributions at end of year2017-12-31$4,894
Participant contributions at beginning of year2017-12-31$27,556
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$104,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,239,849
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,665,354
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,425,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,560,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,590,763
Interest on participant loans2017-12-31$770
Interest earned on other investments2017-12-31$68,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,100,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,807,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,656,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,549,876
Contract administrator fees2017-12-31$100
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : OCLC SUPPLEMENTAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,478,608
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,306,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,251,480
Expenses. Certain deemed distributions of participant loans2016-12-31$54,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,267,512
Value of total assets at end of year2016-12-31$17,425,505
Value of total assets at beginning of year2016-12-31$17,253,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69
Total interest from all sources2016-12-31$66,070
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$580,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$580,569
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,267,512
Participant contributions at end of year2016-12-31$27,556
Participant contributions at beginning of year2016-12-31$57,068
Other income not declared elsewhere2016-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$172,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,425,505
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,253,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,590,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,438,099
Interest on participant loans2016-12-31$1,137
Interest earned on other investments2016-12-31$64,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,807,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,758,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$563,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,251,480
Contract administrator fees2016-12-31$69
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : OCLC SUPPLEMENTAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,265,127
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,356,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,356,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,454,011
Value of total assets at end of year2015-12-31$17,253,235
Value of total assets at beginning of year2015-12-31$18,344,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88
Total interest from all sources2015-12-31$70,482
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$651,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$651,177
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,387,758
Participant contributions at end of year2015-12-31$57,068
Participant contributions at beginning of year2015-12-31$37,965
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$66,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,091,517
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,253,235
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,344,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,438,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,499,615
Interest on participant loans2015-12-31$2,493
Interest earned on other investments2015-12-31$67,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,758,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,807,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-910,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,356,556
Contract administrator fees2015-12-31$88
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : OCLC SUPPLEMENTAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,483,638
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,050,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,050,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,606,132
Value of total assets at end of year2014-12-31$18,344,752
Value of total assets at beginning of year2014-12-31$16,911,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$163
Total interest from all sources2014-12-31$66,573
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$693,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$693,011
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,380,015
Participant contributions at end of year2014-12-31$37,965
Participant contributions at beginning of year2014-12-31$70,028
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$226,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,433,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,344,752
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,911,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,499,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,199,057
Interest on participant loans2014-12-31$2,172
Interest earned on other investments2014-12-31$64,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,807,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,642,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,050,260
Contract administrator fees2014-12-31$163
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REA & ASSOCIATES INC
Accountancy firm EIN2014-12-31341310124
2013 : OCLC SUPPLEMENTAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,790
Total income from all sources (including contributions)2013-12-31$4,006,545
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,335,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,334,088
Expenses. Certain deemed distributions of participant loans2013-12-31$1,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,601,239
Value of total assets at end of year2013-12-31$16,911,537
Value of total assets at beginning of year2013-12-31$15,242,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$188
Total interest from all sources2013-12-31$62,259
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$508,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$508,560
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,479,625
Participant contributions at end of year2013-12-31$70,028
Participant contributions at beginning of year2013-12-31$95,254
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,670,949
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,911,537
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,240,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,199,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,849,636
Interest on participant loans2013-12-31$3,497
Interest earned on other investments2013-12-31$58,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,642,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,295,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,834,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,334,088
Contract administrator fees2013-12-31$188
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REA & ASSOCIATES INC
Accountancy firm EIN2013-12-31341310124
2012 : OCLC SUPPLEMENTAL PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,602
Total income from all sources (including contributions)2012-12-31$3,168,618
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$967,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$967,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,506,323
Value of total assets at end of year2012-12-31$15,242,378
Value of total assets at beginning of year2012-12-31$13,040,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$57,399
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$270,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$270,314
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,400,350
Participant contributions at end of year2012-12-31$95,254
Participant contributions at beginning of year2012-12-31$60,459
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$105,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,602
Total non interest bearing cash at beginning of year2012-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,201,300
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,240,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,039,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,849,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,286,241
Interest on participant loans2012-12-31$3,750
Interest earned on other investments2012-12-31$53,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,295,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,689,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,334,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$967,318
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REA & ASSOCIATES INC
Accountancy firm EIN2012-12-31341310124
2011 : OCLC SUPPLEMENTAL PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,394,582
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$469,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$469,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,526,239
Value of total assets at end of year2011-12-31$13,040,890
Value of total assets at beginning of year2011-12-31$12,114,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$57,850
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$235,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$235,920
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,309,740
Participant contributions at end of year2011-12-31$60,459
Participant contributions at beginning of year2011-12-31$40,456
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$216,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,602
Total non interest bearing cash at end of year2011-12-31$2
Total non interest bearing cash at beginning of year2011-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$925,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,039,288
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,114,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,286,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,146,575
Interest on participant loans2011-12-31$1,759
Interest earned on other investments2011-12-31$56,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,689,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,925,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-425,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$469,305
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REA & ASSOCIATES INC
Accountancy firm EIN2011-12-31341310124
2010 : OCLC SUPPLEMENTAL PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$110,193
Total income from all sources (including contributions)2010-12-31$3,060,950
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$220,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$220,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,751,446
Value of total assets at end of year2010-12-31$12,114,011
Value of total assets at beginning of year2010-12-31$9,384,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$56,109
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$299,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$299,558
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,307,516
Participant contributions at end of year2010-12-31$40,456
Participant contributions at beginning of year2010-12-31$47,563
Participant contributions at beginning of year2010-12-31$1,556
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$443,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$110,193
Total non interest bearing cash at end of year2010-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,839,988
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,114,011
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,274,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,146,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,781,455
Interest on participant loans2010-12-31$1,850
Interest earned on other investments2010-12-31$54,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$109,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$109,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,925,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,443,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$953,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$220,962
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REA & ASSOCIATES
Accountancy firm EIN2010-12-31341310124
2009 : OCLC SUPPLEMENTAL PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OCLC SUPPLEMENTAL PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered219
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered208
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered206
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered208
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered209
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered202
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438-007
Policy instance 1
Insurance contract or identification number892438-007
Number of Individuals Covered206
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438007
Policy instance 1
Insurance contract or identification number892438007
Number of Individuals Covered205
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438007
Policy instance 1
Insurance contract or identification number892438007
Number of Individuals Covered202
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892438007
Policy instance 1
Insurance contract or identification number892438007
Number of Individuals Covered198
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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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