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OCLC MATCHING THRIFT PLAN 401k Plan overview

Plan NameOCLC MATCHING THRIFT PLAN
Plan identification number 003

OCLC MATCHING THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 MATCHING THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TAMMI SPAYDE
0032016-01-01TAMMI SPAYDE
0032015-01-01TAMMI SPAYDE
0032014-01-01TAMMI SPAYDE
0032013-01-01TAMMI SPAYDE
0032012-01-01RICK SCHWIETERMAN
0032011-01-01RICK SCHWIETERMAN
0032010-01-01SUSAN MARSICO
0032009-01-01RICK SCHWIETERMAN

Plan Statistics for OCLC MATCHING THRIFT PLAN

401k plan membership statisitcs for OCLC MATCHING THRIFT PLAN

Measure Date Value
2022: OCLC MATCHING THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,277
Total number of active participants reported on line 7a of the Form 55002022-01-01820
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-01472
Total of all active and inactive participants2022-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,333
Number of participants with account balances2022-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0162
2021: OCLC MATCHING THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,261
Total number of active participants reported on line 7a of the Form 55002021-01-01811
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-01431
Total of all active and inactive participants2021-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,277
Number of participants with account balances2021-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: OCLC MATCHING THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,279
Total number of active participants reported on line 7a of the Form 55002020-01-01842
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01394
Total of all active and inactive participants2020-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,259
Number of participants with account balances2020-01-011,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: OCLC MATCHING THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,259
Total number of active participants reported on line 7a of the Form 55002019-01-01854
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-01394
Total of all active and inactive participants2019-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,279
Number of participants with account balances2019-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: OCLC MATCHING THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,233
Total number of active participants reported on line 7a of the Form 55002018-01-01840
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-01393
Total of all active and inactive participants2018-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,259
Number of participants with account balances2018-01-011,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: OCLC MATCHING THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,205
Total number of active participants reported on line 7a of the Form 55002017-01-01844
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01367
Total of all active and inactive participants2017-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,233
Number of participants with account balances2017-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: OCLC MATCHING THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,199
Total number of active participants reported on line 7a of the Form 55002016-01-01826
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01363
Total of all active and inactive participants2016-01-011,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,205
Number of participants with account balances2016-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: OCLC MATCHING THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,215
Total number of active participants reported on line 7a of the Form 55002015-01-01829
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01358
Total of all active and inactive participants2015-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,199
Number of participants with account balances2015-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: OCLC MATCHING THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,170
Total number of active participants reported on line 7a of the Form 55002014-01-01893
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01310
Total of all active and inactive participants2014-01-011,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,215
Number of participants with account balances2014-01-011,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: OCLC MATCHING THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,199
Total number of active participants reported on line 7a of the Form 55002013-01-01864
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01294
Total of all active and inactive participants2013-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,170
Number of participants with account balances2013-01-011,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: OCLC MATCHING THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,190
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 benefits2012-01-01275
Total of all active and inactive participants2012-01-011,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,199
Number of participants with account balances2012-01-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: OCLC MATCHING THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,233
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 benefits2011-01-01291
Total of all active and inactive participants2011-01-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,190
Number of participants with account balances2011-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2010: OCLC MATCHING THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,304
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 benefits2010-01-01260
Total of all active and inactive participants2010-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,232
Number of participants with account balances2010-01-011,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0146
2009: OCLC MATCHING THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,360
Total number of active participants reported on line 7a of the Form 55002009-01-011,064
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01239
Total of all active and inactive participants2009-01-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,304
Number of participants with account balances2009-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on OCLC MATCHING THRIFT PLAN

Measure Date Value
2022 : OCLC MATCHING THRIFT 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$0
Total income from all sources (including contributions)2022-12-31$-12,046,241
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,743,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,687,930
Expenses. Certain deemed distributions of participant loans2022-12-31$49,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,729,488
Value of total assets at end of year2022-12-31$131,739,525
Value of total assets at beginning of year2022-12-31$154,529,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,559
Total interest from all sources2022-12-31$418,675
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,832,533
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$3,832,533
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$6,625,900
Participant contributions at end of year2022-12-31$607,945
Participant contributions at beginning of year2022-12-31$779,303
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,553,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,789,548
Value of net assets at end of year (total assets less liabilities)2022-12-31$131,739,525
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$154,529,073
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$109,631,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$130,077,391
Interest on participant loans2022-12-31$32,638
Interest earned on other investments2022-12-31$386,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,500,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,672,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,026,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,550,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,687,930
Contract administrator fees2022-12-31$5,559
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 MATCHING THRIFT 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$26,851,165
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,977,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,909,109
Expenses. Certain deemed distributions of participant loans2021-12-31$64,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,318,658
Value of total assets at end of year2021-12-31$154,529,073
Value of total assets at beginning of year2021-12-31$137,655,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,553
Total interest from all sources2021-12-31$458,730
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,996,314
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$6,996,314
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$6,584,686
Participant contributions at end of year2021-12-31$779,303
Participant contributions at beginning of year2021-12-31$728,148
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,164,236
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$16,873,381
Value of net assets at end of year (total assets less liabilities)2021-12-31$154,529,073
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$137,655,692
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$2,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$130,077,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$113,598,460
Interest on participant loans2021-12-31$39,541
Interest earned on other investments2021-12-31$419,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,672,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,329,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,077,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,569,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,909,109
Contract administrator fees2021-12-31$2,345
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 MATCHING THRIFT 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$24,942,039
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,052,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,050,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,929,468
Value of total assets at end of year2020-12-31$137,655,692
Value of total assets at beginning of year2020-12-31$122,766,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,681
Total interest from all sources2020-12-31$481,015
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,050,367
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$5,050,367
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$6,521,910
Participant contributions at end of year2020-12-31$728,148
Participant contributions at beginning of year2020-12-31$607,965
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$830,959
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$14,889,437
Value of net assets at end of year (total assets less liabilities)2020-12-31$137,655,692
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,766,255
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$113,598,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$102,301,714
Interest on participant loans2020-12-31$35,140
Interest earned on other investments2020-12-31$445,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,329,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,856,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,481,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,576,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,050,921
Contract administrator fees2020-12-31$1,681
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 MATCHING THRIFT 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$29,921,446
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,751,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,738,809
Expenses. Certain deemed distributions of participant loans2019-12-31$1,757
Value of total corrective distributions2019-12-31$8,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,613,667
Value of total assets at end of year2019-12-31$122,766,255
Value of total assets at beginning of year2019-12-31$102,596,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,399
Total interest from all sources2019-12-31$394,180
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,866,346
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$4,866,346
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$6,179,680
Participant contributions at end of year2019-12-31$607,965
Participant contributions at beginning of year2019-12-31$519,512
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,944,702
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$20,170,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,766,255
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$102,596,152
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$102,301,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,074,711
Interest on participant loans2019-12-31$27,340
Interest earned on other investments2019-12-31$366,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,856,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,001,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,047,253
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
Contributions received in cash from employer2019-12-31$1,489,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,738,809
Contract administrator fees2019-12-31$1,544
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 MATCHING THRIFT 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$1,633,035
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,855,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,784,494
Expenses. Certain deemed distributions of participant loans2018-12-31$68,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,263,735
Value of total assets at end of year2018-12-31$102,596,152
Value of total assets at beginning of year2018-12-31$109,818,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,650
Total interest from all sources2018-12-31$370,364
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,307,498
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$5,307,498
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$5,860,933
Participant contributions at end of year2018-12-31$519,512
Participant contributions at beginning of year2018-12-31$585,303
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$981,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,222,028
Value of net assets at end of year (total assets less liabilities)2018-12-31$102,596,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$109,818,180
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$82,074,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$90,185,807
Interest on participant loans2018-12-31$25,968
Interest earned on other investments2018-12-31$344,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,001,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,047,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,308,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,420,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,784,494
Contract administrator fees2018-12-31$1,650
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 MATCHING THRIFT 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$23,011,370
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,379,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,365,298
Expenses. Certain deemed distributions of participant loans2017-12-31$10,650
Value of total corrective distributions2017-12-31$2,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,576,382
Value of total assets at end of year2017-12-31$109,818,180
Value of total assets at beginning of year2017-12-31$97,186,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,519
Total interest from all sources2017-12-31$346,383
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,841,989
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$3,841,989
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$5,621,865
Participant contributions at end of year2017-12-31$585,303
Participant contributions at beginning of year2017-12-31$444,084
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,593,720
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$12,631,737
Value of net assets at end of year (total assets less liabilities)2017-12-31$109,818,180
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,186,443
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$90,185,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,548,208
Interest on participant loans2017-12-31$21,316
Interest earned on other investments2017-12-31$325,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,047,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,194,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,246,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,360,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,365,298
Contract administrator fees2017-12-31$1,519
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 MATCHING THRIFT 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$15,942,357
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,999,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,997,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,667,019
Value of total assets at end of year2016-12-31$97,186,443
Value of total assets at beginning of year2016-12-31$91,243,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,431
Total interest from all sources2016-12-31$316,155
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,260,577
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$3,260,577
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$5,321,548
Participant contributions at end of year2016-12-31$444,084
Participant contributions at beginning of year2016-12-31$371,813
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,020,788
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$5,942,929
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,186,443
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$91,243,514
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$78,548,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,675,317
Interest on participant loans2016-12-31$17,518
Interest earned on other investments2016-12-31$298,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,194,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,196,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,697,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,324,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,997,997
Contract administrator fees2016-12-31$1,431
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 MATCHING THRIFT 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$5,625,297
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,220,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,156,589
Expenses. Certain deemed distributions of participant loans2015-12-31$58,702
Value of total corrective distributions2015-12-31$3,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,226,589
Value of total assets at end of year2015-12-31$91,243,514
Value of total assets at beginning of year2015-12-31$93,838,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,539
Total interest from all sources2015-12-31$327,170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,483,767
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$3,483,767
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$5,356,738
Participant contributions at end of year2015-12-31$371,813
Participant contributions at beginning of year2015-12-31$447,073
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$552,057
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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,595,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$91,243,514
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$93,838,850
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$73,675,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,715,663
Interest on participant loans2015-12-31$28,266
Interest earned on other investments2015-12-31$298,904
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$17,196,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,676,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,412,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,317,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,156,589
Contract administrator fees2015-12-31$1,539
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 MATCHING THRIFT 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$12,522,529
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,991,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,981,125
Expenses. Certain deemed distributions of participant loans2014-12-31$8,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,055,317
Value of total assets at end of year2014-12-31$93,838,850
Value of total assets at beginning of year2014-12-31$88,308,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,765
Total interest from all sources2014-12-31$301,957
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,641,062
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$3,641,062
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$5,399,598
Participant contributions at end of year2014-12-31$447,073
Participant contributions at beginning of year2014-12-31$360,276
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,340,633
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$5,530,850
Value of net assets at end of year (total assets less liabilities)2014-12-31$93,838,850
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$88,308,000
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$76,715,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,236,485
Interest on participant loans2014-12-31$16,310
Interest earned on other investments2014-12-31$285,647
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$16,676,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,711,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$524,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,315,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,981,125
Contract administrator fees2014-12-31$1,765
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 MATCHING THRIFT 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$15,889
Total income from all sources (including contributions)2013-12-31$20,282,397
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,917,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,868,415
Expenses. Certain deemed distributions of participant loans2013-12-31$14,770
Value of total corrective distributions2013-12-31$32,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,082,334
Value of total assets at end of year2013-12-31$88,308,000
Value of total assets at beginning of year2013-12-31$72,959,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,251
Total interest from all sources2013-12-31$254,377
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,709,330
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$2,709,330
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$5,080,454
Participant contributions at end of year2013-12-31$360,276
Participant contributions at beginning of year2013-12-31$357,354
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$731,292
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$15,889
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$15,364,695
Value of net assets at end of year (total assets less liabilities)2013-12-31$88,308,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$72,943,305
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$72,236,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$59,872,778
Interest on participant loans2013-12-31$16,009
Interest earned on other investments2013-12-31$238,363
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$16,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,711,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,712,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,236,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,270,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,868,415
Contract administrator fees2013-12-31$2,251
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 MATCHING THRIFT 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$15,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,288
Total income from all sources (including contributions)2012-12-31$14,755,486
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,972,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,972,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,316,091
Value of total assets at end of year2012-12-31$72,959,194
Value of total assets at beginning of year2012-12-31$61,174,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$219,566
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,280,660
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$1,280,660
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$4,646,978
Participant contributions at end of year2012-12-31$357,354
Participant contributions at beginning of year2012-12-31$476,032
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$538,973
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$15,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,288
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$11,782,765
Value of net assets at end of year (total assets less liabilities)2012-12-31$72,943,305
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,160,540
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$59,872,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,306,590
Interest on participant loans2012-12-31$16,446
Interest earned on other investments2012-12-31$203,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,712,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,362,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,939,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,130,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,972,721
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 MATCHING THRIFT 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$14,288
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$4,868,595
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,304,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,304,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,995,075
Value of total assets at end of year2011-12-31$61,174,828
Value of total assets at beginning of year2011-12-31$59,596,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$258,870
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,027,525
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$1,027,525
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$4,501,191
Participant contributions at end of year2011-12-31$476,032
Participant contributions at beginning of year2011-12-31$340,037
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$378,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$29,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$616
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$1,564,050
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,160,540
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,596,490
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$50,306,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,256,580
Interest on participant loans2011-12-31$18,156
Interest earned on other investments2011-12-31$240,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$42,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$42,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,362,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,926,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,412,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,115,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,304,545
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 MATCHING THRIFT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,569
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$461,410
Total income from all sources (including contributions)2010-12-31$13,079,965
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,927,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,927,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,111,688
Value of total assets at end of year2010-12-31$59,596,490
Value of total assets at beginning of year2010-12-31$49,904,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$282,291
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,343,260
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$1,343,260
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$4,439,907
Participant contributions at end of year2010-12-31$340,037
Participant contributions at beginning of year2010-12-31$277,913
Participant contributions at beginning of year2010-12-31$13,245
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$572,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$29,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$461,410
Total non interest bearing cash at end of year2010-12-31$616
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$10,152,013
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,596,490
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,442,908
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$50,256,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,694,712
Interest on participant loans2010-12-31$14,588
Interest earned on other investments2010-12-31$267,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$42,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$471,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$471,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,926,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,443,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,342,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,099,690
Employer contributions (assets) at beginning of year2010-12-31$3,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,927,952
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 MATCHING THRIFT 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 MATCHING THRIFT PLAN

2022: OCLC MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 MATCHING THRIFT 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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1183
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1125
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1110
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1132
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1092
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1066
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1067
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 number892442-087
Policy instance 1
Insurance contract or identification number892442-087
Number of Individuals Covered1014
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 number892442087
Policy instance 1
Insurance contract or identification number892442087
Number of Individuals Covered984
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 number892442087
Policy instance 1
Insurance contract or identification number892442087
Number of Individuals Covered987
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 number892442087
Policy instance 1
Insurance contract or identification number892442087
Number of Individuals Covered893
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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