?>
Logo

BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 401k Plan overview

Plan NameBALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY
Plan identification number 003

BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY Benefits

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

401k Sponsoring company profile

BALDWIN WALLACE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:BALDWIN WALLACE UNIVERSITY
Employer identification number (EIN):340714629
NAIC Classification:611000

Additional information about BALDWIN WALLACE UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1914-04-24
Company Identification Number: 35192
Legal Registered Office Address: 275 EASTLAND ROAD
-
BEREA
United States of America (USA)
44017

More information about BALDWIN WALLACE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01WILLIAM M. RENIFF WILLIAM M. RENIFF2017-02-23
0032014-01-01WILLIAM M. RENIFF WILLIAM M. RENIFF2015-10-15
0032013-01-01WILLIAM M. RENIFF WILLIAM M. RENIFF2014-10-15
0032012-01-01WILLIAM M. RENIFF
0032011-01-01WILLIAM M. RENIFF SALVADOR J. RAMIREZ2012-10-15
0032009-01-01WILLIAM M RENIFF SALVADOR J RAMIREZ2010-10-15

Plan Statistics for BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY

401k plan membership statisitcs for BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY

Measure Date Value
2015: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year2015-01-01290
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year2014-01-01289
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01291
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year2013-01-01290
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01134
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01289
Number of participants with account balances2013-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-01-01283
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01117
Total of all active and inactive participants2012-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01295
Number of participants with account balances2012-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-01-01283
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01295
Number of participants with account balances2011-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year2009-01-01424
Total number of active participants reported on line 7a of the Form 55002009-01-01384
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01397
Number of participants with account balances2009-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY

Measure Date Value
2015 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-01$0
Total transfer of assets from this plan2015-01-01$19,937,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-01$0
Total income from all sources (including contributions)2015-01-01$0
Total loss/gain on sale of assets2015-01-01$0
Total of all expenses incurred2015-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-01$0
Value of total assets at end of year2015-01-01$0
Value of total assets at beginning of year2015-01-01$19,937,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-01$0
Total interest from all sources2015-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2015-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-01-01$0
Was this plan covered by a fidelity bond2015-01-01Yes
Value of fidelity bond cover2015-01-01$500,000
If this is an individual account plan, was there a blackout period2015-01-01No
Were there any nonexempt tranactions with any party-in-interest2015-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-01No
Value of net income/loss2015-01-01$0
Value of net assets at end of year (total assets less liabilities)2015-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2015-01-01$19,937,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-01No
Were any leases to which the plan was party in default or uncollectible2015-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-01$13,205,588
Value of interest in pooled separate accounts at end of year2015-01-01$0
Value of interest in pooled separate accounts at beginning of year2015-01-01$752,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-01$5,979,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-01No
Was there a failure to transmit to the plan any participant contributions2015-01-01No
Has the plan failed to provide any benefit when due under the plan2015-01-01No
Did the plan have assets held for investment2015-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-01Yes
Opinion of an independent qualified public accountant for this plan2015-01-01Disclaimer
Accountancy firm name2015-01-01KPMG
Accountancy firm EIN2015-01-01135565207
2014 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,501,501
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,375,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,375,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,376,466
Value of total assets at end of year2014-12-31$19,937,530
Value of total assets at beginning of year2014-12-31$18,811,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$193,742
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$259,298
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$259,298
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$601,551
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$774,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,125,833
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,937,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,811,697
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$13,205,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,788,629
Value of interest in pooled separate accounts at end of year2014-12-31$752,794
Value of interest in pooled separate accounts at beginning of year2014-12-31$675,767
Interest earned on other investments2014-12-31$193,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,979,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,347,301
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$589,425
Net investment gain/loss from pooled separate accounts2014-12-31$82,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,367,624
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 name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,611,771
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,297,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,297,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$868,326
Value of total assets at end of year2013-12-31$18,811,697
Value of total assets at beginning of year2013-12-31$16,496,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$177,709
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$187,052
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$187,052
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$595,825
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$272,501
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$2,314,729
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,811,697
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,496,968
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$12,788,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,751,465
Value of interest in pooled separate accounts at end of year2013-12-31$675,767
Value of interest in pooled separate accounts at beginning of year2013-12-31$576,874
Interest earned on other investments2013-12-31$177,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,347,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,168,629
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$169,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,321,780
Net investment gain/loss from pooled separate accounts2013-12-31$56,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,127,970
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,787,428
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,067,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,067,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,117,325
Value of total assets at end of year2012-12-31$16,496,968
Value of total assets at beginning of year2012-12-31$14,777,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$160,142
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,519
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$51,519
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$562,520
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$554,805
Other income not declared elsewhere2012-12-31$6,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,719,707
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,496,968
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,777,261
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$10,751,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,765,019
Value of interest in pooled separate accounts at end of year2012-12-31$576,874
Value of interest in pooled separate accounts at beginning of year2012-12-31$500,416
Interest earned on other investments2012-12-31$160,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,168,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,511,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,402,065
Net investment gain/loss from pooled separate accounts2012-12-31$50,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,067,721
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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$0
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$554,055
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,617,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,617,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$603,574
Value of total assets at end of year2011-12-31$14,777,261
Value of total assets at beginning of year2011-12-31$15,840,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$148,972
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,504
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$34,504
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$521,868
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$177,064
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$81,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,063,464
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,777,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,840,725
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$9,765,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,005,585
Value of interest in pooled separate accounts at end of year2011-12-31$500,416
Value of interest in pooled separate accounts at beginning of year2011-12-31$395,144
Interest earned on other investments2011-12-31$148,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,511,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,262,932
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$7,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-287,258
Net investment gain/loss from pooled separate accounts2011-12-31$54,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,610,113
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,523,024
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$646,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$646,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$982,450
Value of total assets at end of year2010-12-31$15,840,725
Value of total assets at beginning of year2010-12-31$13,963,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$127,118
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,622
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$16,622
Was this plan covered by a fidelity bond2010-12-31No
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$570,782
Participant contributions at end of year2010-12-31$177,064
Participant contributions at beginning of year2010-12-31$279,686
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$411,668
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$1,876,996
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,840,725
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,963,729
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$11,005,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,484,310
Value of interest in pooled separate accounts at end of year2010-12-31$395,144
Value of interest in pooled separate accounts at beginning of year2010-12-31$378,588
Interest earned on other investments2010-12-31$127,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,262,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,821,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,352,264
Net investment gain/loss from pooled separate accounts2010-12-31$44,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$646,028
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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 BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY

2015: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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
2009: BALDWIN WALLACE UNIVERSITY TAX DEFERRED ANNUITY 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150752
Policy instance 1
Insurance contract or identification number150752
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-01-01
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150752
Policy instance 1
Insurance contract or identification number150752
Number of Individuals Covered240
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150752
Policy instance 1
Insurance contract or identification number150752
Number of Individuals Covered242
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150752
Policy instance 1
Insurance contract or identification number150752
Number of Individuals Covered275
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150752
Policy instance 1
Insurance contract or identification number150752
Number of Individuals Covered274
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150752
Policy instance 1
Insurance contract or identification number150752
Number of Individuals Covered271
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3