OHIO ASSOCIATION OF ELEMENTARY SCHOOL ADMINISTRATORS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2009: OAESA 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 8 |
| Number of participants with account balances | 2009-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: OAESA 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 10 |
| Number of participants with account balances | 2008-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2010 : OAESA 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-06-30 | $0 |
| Total plan liabilities at beginning of year | 2010-06-30 | $0 |
| Total income from all sources | 2010-06-30 | $24,845 |
| Expenses. Total of all expenses incurred | 2010-06-30 | $124,685 |
| Benefits paid (including direct rollovers) | 2010-06-30 | $124,245 |
| Total plan assets at end of year | 2010-06-30 | $144,857 |
| Total plan assets at beginning of year | 2010-06-30 | $244,697 |
| Other income received | 2010-06-30 | $24,845 |
| Net income (gross income less expenses) | 2010-06-30 | $-99,840 |
| Net plan assets at end of year (total assets less liabilities) | 2010-06-30 | $144,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-06-30 | $244,697 |
| Assets. Value of participant loans | 2010-06-30 | $2,072 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-06-30 | $440 |
| 2009 : OAESA 401(K) PLAN 2009 401k financial data |
|---|
| Transfers to/from the plan | 2009-06-30 | $167,336 |
| Total plan liabilities at end of year | 2009-06-30 | $0 |
| Total plan liabilities at beginning of year | 2009-06-30 | $0 |
| Total income from all sources | 2009-06-30 | $2,484 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $38,140 |
| Benefits paid (including direct rollovers) | 2009-06-30 | $38,052 |
| Total plan assets at end of year | 2009-06-30 | $244,697 |
| Total plan assets at beginning of year | 2009-06-30 | $113,017 |
| Other income received | 2009-06-30 | $2,484 |
| Net income (gross income less expenses) | 2009-06-30 | $-35,656 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $244,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $113,017 |
| Assets. Value of participant loans | 2009-06-30 | $33,584 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2009-06-30 | $88 |
| 2008 : OAESA 401(K) PLAN 2008 401k financial data |
|---|
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-19,166 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $32,997 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $32,562 |
| Total plan assets at end of year | 2008-12-31 | $113,017 |
| Total plan assets at beginning of year | 2008-12-31 | $165,180 |
| Total contributions received or receivable from participants | 2008-12-31 | $12,377 |
| Other income received | 2008-12-31 | $-31,543 |
| Net income (gross income less expenses) | 2008-12-31 | $-52,163 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $113,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $165,180 |
| Assets. Value of participant loans | 2008-12-31 | $34,042 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $435 |
| 2009: OAESA 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: OAESA 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 44650 |
| Policy instance | 1 |
| Insurance contract or identification number | 44650 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $50 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 44650 |
| Policy instance | 1 |
| Insurance contract or identification number | 44650 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-06-30 | | Total amount of commissions paid to insurance broker | USD $16 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 44650 |
| Policy instance | 1 |
| Insurance contract or identification number | 44650 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $149 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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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