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FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameFRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    FRANCISCAN UNIVERSITY OF STEUBENVILLE has sponsored the creation of one or more 401k plans.

    Company Name:FRANCISCAN UNIVERSITY OF STEUBENVILLE
    Employer identification number (EIN):340714818
    NAIC Classification:611000

    Additional information about FRANCISCAN UNIVERSITY OF STEUBENVILLE

    Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
    Incorporation Date: 1948-06-01
    Company Identification Number: 208392
    Legal Registered Office Address: 1235 UNIVERSITY BLVD
    -
    STEUBENVILLE
    United States of America (USA)
    43952

    More information about FRANCISCAN UNIVERSITY OF STEUBENVILLE

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012020-01-01
    0012019-01-01
    0012018-01-01
    0012017-01-01BRENAN PERGI BRENAN PERGI2018-10-11
    0012016-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2017-09-07
    0012015-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2016-10-11
    0012014-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2015-09-24
    0012013-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2014-09-22
    0012012-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2013-10-08
    0012011-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2012-10-15
    0012009-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2010-10-14

    Plan Statistics for FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

    401k plan membership statisitcs for FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

    Measure Date Value
    2020
    Total participants, beginning-of-year2020-01-01608
    Total number of active participants reported on line 7a of the Form 55002020-01-01368
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-01265
    Total of all active and inactive participants2020-01-01633
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
    Total participants2020-01-01637
    Number of participants with account balances2020-01-01630
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
    2019
    Total participants, beginning-of-year2019-01-01589
    Total number of active participants reported on line 7a of the Form 55002019-01-01350
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-01256
    Total of all active and inactive participants2019-01-01606
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
    Total participants2019-01-01608
    Number of participants with account balances2019-01-01601
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
    2018
    Total participants, beginning-of-year2018-01-01583
    Total number of active participants reported on line 7a of the Form 55002018-01-01340
    Number of retired or separated participants receiving benefits2018-01-010
    Number of other retired or separated participants entitled to future benefits2018-01-01247
    Total of all active and inactive participants2018-01-01587
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
    Total participants2018-01-01589
    Number of participants with account balances2018-01-01585
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
    2017
    Total participants, beginning-of-year2017-01-01565
    Total number of active participants reported on line 7a of the Form 55002017-01-01329
    Number of retired or separated participants receiving benefits2017-01-010
    Number of other retired or separated participants entitled to future benefits2017-01-01252
    Total of all active and inactive participants2017-01-01581
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
    Total participants2017-01-01583
    Number of participants with account balances2017-01-01579
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
    2016
    Total participants, beginning-of-year2016-01-01552
    Total number of active participants reported on line 7a of the Form 55002016-01-01323
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-01240
    Total of all active and inactive participants2016-01-01563
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
    Total participants2016-01-01566
    Number of participants with account balances2016-01-01561
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
    2015
    Total participants, beginning-of-year2015-01-01529
    Total number of active participants reported on line 7a of the Form 55002015-01-01307
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-01242
    Total of all active and inactive participants2015-01-01549
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
    Total participants2015-01-01552
    Number of participants with account balances2015-01-01549
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
    2014
    Total participants, beginning-of-year2014-01-01541
    Total number of active participants reported on line 7a of the Form 55002014-01-01315
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-01212
    Total of all active and inactive participants2014-01-01527
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
    Total participants2014-01-01529
    Number of participants with account balances2014-01-01528
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
    2013
    Total participants, beginning-of-year2013-01-01620
    Total number of active participants reported on line 7a of the Form 55002013-01-01469
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-0171
    Total of all active and inactive participants2013-01-01540
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
    Total participants2013-01-01541
    Number of participants with account balances2013-01-01541
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
    2012
    Total participants, beginning-of-year2012-01-01461
    Total number of active participants reported on line 7a of the Form 55002012-01-01434
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-01184
    Total of all active and inactive participants2012-01-01618
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
    Total participants2012-01-01620
    Number of participants with account balances2012-01-01487
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
    2011
    Total participants, beginning-of-year2011-01-01523
    Total number of active participants reported on line 7a of the Form 55002011-01-01448
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-0172
    Total of all active and inactive participants2011-01-01520
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
    Total participants2011-01-01522
    Number of participants with account balances2011-01-01483
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
    2009
    Total participants, beginning-of-year2009-01-01527
    Total number of active participants reported on line 7a of the Form 55002009-01-01446
    Number of retired or separated participants receiving benefits2009-01-010
    Number of other retired or separated participants entitled to future benefits2009-01-0167
    Total of all active and inactive participants2009-01-01513
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
    Total participants2009-01-01516
    Number of participants with account balances2009-01-01490
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

    Financial Data on FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

    Measure Date Value
    2020
    Total income from all sources (including contributions)2020-12-31$14,816,577
    Total of all expenses incurred2020-12-31$3,830,097
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,790,898
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,588,006
    Value of total assets at end of year2020-12-31$93,078,836
    Value of total assets at beginning of year2020-12-31$82,092,356
    Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,199
    Total interest from all sources2020-12-31$746,075
    Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,713,516
    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$1,713,516
    Administrative expenses professional fees incurred2020-12-31$25,699
    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
    Were there any nonexempt tranactions with any party-in-interest2020-12-31No
    Contributions received from participants2020-12-31$1,560,737
    Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$306,468
    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$10,986,480
    Value of net assets at end of year (total assets less liabilities)2020-12-31$93,078,836
    Value of net assets at beginning of year (total assets less liabilities)2020-12-31$82,092,356
    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
    Investment advisory and management fees2020-12-31$13,500
    Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,517,260
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,644,923
    Value of interest in pooled separate accounts at end of year2020-12-31$2,946,149
    Value of interest in pooled separate accounts at beginning of year2020-12-31$3,035,469
    Interest earned on other investments2020-12-31$746,075
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,615,427
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,411,964
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,794,228
    Net investment gain/loss from pooled separate accounts2020-12-31$-25,248
    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$1,720,801
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,790,898
    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 plan2020-12-31Unqualified
    Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2020-12-31251408703
    2019
    Total income from all sources (including contributions)2019-12-31$15,673,414
    Total income from all sources (including contributions)2019-12-31$15,673,414
    Total of all expenses incurred2019-12-31$2,571,289
    Total of all expenses incurred2019-12-31$2,571,289
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,530,998
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,530,998
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,260,019
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,260,019
    Value of total assets at end of year2019-12-31$82,092,356
    Value of total assets at end of year2019-12-31$82,092,356
    Value of total assets at beginning of year2019-12-31$68,990,231
    Value of total assets at beginning of year2019-12-31$68,990,231
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,291
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,291
    Total interest from all sources2019-12-31$700,806
    Total interest from all sources2019-12-31$700,806
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,311,689
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,311,689
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
    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$1,311,689
    Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,311,689
    Administrative expenses professional fees incurred2019-12-31$40,291
    Administrative expenses professional fees incurred2019-12-31$40,291
    Was this plan covered by a fidelity bond2019-12-31Yes
    Was this plan covered by a fidelity bond2019-12-31Yes
    Value of fidelity bond cover2019-12-31$500,000
    Value of fidelity bond cover2019-12-31$500,000
    If this is an individual account plan, was there a blackout period2019-12-31No
    If this is an individual account plan, was there a blackout period2019-12-31No
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Contributions received from participants2019-12-31$1,472,831
    Contributions received from participants2019-12-31$1,472,831
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,649
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,649
    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
    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$13,102,125
    Value of net income/loss2019-12-31$13,102,125
    Value of net assets at end of year (total assets less liabilities)2019-12-31$82,092,356
    Value of net assets at end of year (total assets less liabilities)2019-12-31$82,092,356
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,990,231
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,990,231
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
    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
    Were any leases to which the plan was party in default or uncollectible2019-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,644,923
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,644,923
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,341,876
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,341,876
    Value of interest in pooled separate accounts at end of year2019-12-31$3,035,469
    Value of interest in pooled separate accounts at end of year2019-12-31$3,035,469
    Value of interest in pooled separate accounts at beginning of year2019-12-31$3,105,577
    Value of interest in pooled separate accounts at beginning of year2019-12-31$3,105,577
    Interest earned on other investments2019-12-31$700,806
    Interest earned on other investments2019-12-31$700,806
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,411,964
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,411,964
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,542,778
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,542,778
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,237,334
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,237,334
    Net investment gain/loss from pooled separate accounts2019-12-31$163,566
    Net investment gain/loss from pooled separate accounts2019-12-31$163,566
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
    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
    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
    Has the plan failed to provide any benefit when due under the plan2019-12-31No
    Contributions received in cash from employer2019-12-31$1,649,539
    Contributions received in cash from employer2019-12-31$1,649,539
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,530,998
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,530,998
    Did the plan have assets held for investment2019-12-31Yes
    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
    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
    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
    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
    Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
    Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2019-12-31251408703
    Accountancy firm EIN2019-12-31251408703
    2018
    Total income from all sources (including contributions)2018-12-31$254,218
    Total of all expenses incurred2018-12-31$2,777,355
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,742,855
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,280,301
    Value of total assets at end of year2018-12-31$68,990,231
    Value of total assets at beginning of year2018-12-31$71,513,368
    Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,500
    Total interest from all sources2018-12-31$697,434
    Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,899,643
    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$1,899,643
    Administrative expenses professional fees incurred2018-12-31$34,500
    Was this plan covered by a fidelity bond2018-12-31Yes
    Value of fidelity bond cover2018-12-31$500,000
    If this is an individual account plan, was there a blackout period2018-12-31No
    Were there any nonexempt tranactions with any party-in-interest2018-12-31No
    Contributions received from participants2018-12-31$1,370,910
    Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$364,043
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
    Value of net income/loss2018-12-31$-2,523,137
    Value of net assets at end of year (total assets less liabilities)2018-12-31$68,990,231
    Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,513,368
    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$48,341,876
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,556,554
    Value of interest in pooled separate accounts at end of year2018-12-31$3,105,577
    Value of interest in pooled separate accounts at beginning of year2018-12-31$2,917,022
    Interest earned on other investments2018-12-31$697,434
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,542,778
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,039,792
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,760,594
    Net investment gain/loss from pooled separate accounts2018-12-31$137,434
    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$1,545,348
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,742,855
    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
    Total income from all sources (including contributions)2017-12-31$12,159,625
    Total of all expenses incurred2017-12-31$3,204,185
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,153,763
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,095,098
    Value of total assets at end of year2017-12-31$71,513,368
    Value of total assets at beginning of year2017-12-31$62,557,928
    Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,422
    Total interest from all sources2017-12-31$674,020
    Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,050,132
    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$1,050,132
    Administrative expenses professional fees incurred2017-12-31$50,422
    Was this plan covered by a fidelity bond2017-12-31Yes
    Value of fidelity bond cover2017-12-31$500,000
    If this is an individual account plan, was there a blackout period2017-12-31No
    Were there any nonexempt tranactions with any party-in-interest2017-12-31No
    Contributions received from participants2017-12-31$1,340,151
    Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$226,213
    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$8,955,440
    Value of net assets at end of year (total assets less liabilities)2017-12-31$71,513,368
    Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,557,928
    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$51,556,554
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,060,377
    Value of interest in pooled separate accounts at end of year2017-12-31$2,917,022
    Value of interest in pooled separate accounts at beginning of year2017-12-31$2,819,169
    Interest earned on other investments2017-12-31$674,020
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,039,792
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,678,382
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,217,363
    Net investment gain/loss from pooled separate accounts2017-12-31$123,012
    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$1,528,734
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,153,763
    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
    Total transfer of assets to this plan2016-12-31$3,577,259
    Total income from all sources (including contributions)2016-12-31$6,682,866
    Total of all expenses incurred2016-12-31$2,402,685
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,382,435
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,999,558
    Value of total assets at end of year2016-12-31$62,557,928
    Value of total assets at beginning of year2016-12-31$54,700,488
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,250
    Total interest from all sources2016-12-31$723,796
    Total dividends received (eg from common stock, registered investment company shares)2016-12-31$538,905
    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$538,905
    Administrative expenses professional fees incurred2016-12-31$20,250
    Was this plan covered by a fidelity bond2016-12-31Yes
    Value of fidelity bond cover2016-12-31$500,000
    If this is an individual account plan, was there a blackout period2016-12-31No
    Were there any nonexempt tranactions with any party-in-interest2016-12-31No
    Contributions received from participants2016-12-31$1,259,767
    Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,698
    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$4,280,181
    Value of net assets at end of year (total assets less liabilities)2016-12-31$62,557,928
    Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,700,488
    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$42,060,377
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,456,965
    Value of interest in pooled separate accounts at end of year2016-12-31$2,819,169
    Value of interest in pooled separate accounts at beginning of year2016-12-31$2,355,102
    Interest earned on other investments2016-12-31$723,796
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,678,382
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,888,421
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,290,875
    Net investment gain/loss from pooled separate accounts2016-12-31$129,732
    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$1,505,093
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,382,435
    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
    Total income from all sources (including contributions)2015-12-31$3,415,570
    Total of all expenses incurred2015-12-31$2,006,999
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,961,102
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,626,058
    Value of total assets at end of year2015-12-31$54,700,488
    Value of total assets at beginning of year2015-12-31$53,291,917
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,897
    Total interest from all sources2015-12-31$638,695
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$693,809
    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$693,809
    Administrative expenses professional fees incurred2015-12-31$33,397
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$500,000
    If this is an individual account plan, was there a blackout period2015-12-31No
    Were there any nonexempt tranactions with any party-in-interest2015-12-31No
    Contributions received from participants2015-12-31$1,162,419
    Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,342
    Administrative expenses (other) incurred2015-12-31$12,500
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$1,408,571
    Value of net assets at end of year (total assets less liabilities)2015-12-31$54,700,488
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,291,917
    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$36,456,965
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,956,224
    Value of interest in pooled separate accounts at end of year2015-12-31$2,355,102
    Value of interest in pooled separate accounts at beginning of year2015-12-31$2,081,448
    Interest earned on other investments2015-12-31$638,695
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,888,421
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,254,245
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-713,759
    Net investment gain/loss from pooled separate accounts2015-12-31$170,767
    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$1,449,297
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,961,102
    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
    Total transfer of assets to this plan2014-12-31$7,390
    Total income from all sources (including contributions)2014-12-31$5,790,142
    Total of all expenses incurred2014-12-31$1,567,510
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,549,933
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,787,883
    Value of total assets at end of year2014-12-31$53,291,917
    Value of total assets at beginning of year2014-12-31$49,061,895
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,577
    Total interest from all sources2014-12-31$641,631
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$543,298
    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$543,298
    Administrative expenses professional fees incurred2014-12-31$17,577
    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
    Were there any nonexempt tranactions with any party-in-interest2014-12-31No
    Contributions received from participants2014-12-31$1,099,362
    Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$293,007
    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$4,222,632
    Value of net assets at end of year (total assets less liabilities)2014-12-31$53,291,917
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,061,895
    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$35,956,224
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,425,011
    Value of interest in pooled separate accounts at end of year2014-12-31$2,081,448
    Value of interest in pooled separate accounts at beginning of year2014-12-31$1,814,715
    Interest earned on other investments2014-12-31$641,631
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,254,245
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,822,169
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,592,952
    Net investment gain/loss from pooled separate accounts2014-12-31$224,378
    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$1,395,514
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,549,933
    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 name2014-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2014-12-31251408703
    2013
    Total transfer of assets to this plan2013-12-31$4,344
    Total income from all sources (including contributions)2013-12-31$9,013,030
    Total of all expenses incurred2013-12-31$2,947,470
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,934,677
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,467,931
    Value of total assets at end of year2013-12-31$49,061,895
    Value of total assets at beginning of year2013-12-31$42,991,991
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,793
    Total interest from all sources2013-12-31$607,282
    Total dividends received (eg from common stock, registered investment company shares)2013-12-31$303,432
    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$303,432
    Administrative expenses professional fees incurred2013-12-31$12,793
    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
    Were there any nonexempt tranactions with any party-in-interest2013-12-31No
    Contributions received from participants2013-12-31$1,034,517
    Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$113,056
    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$6,065,560
    Value of net assets at end of year (total assets less liabilities)2013-12-31$49,061,895
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,991,991
    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$32,425,011
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,652,606
    Value of interest in pooled separate accounts at end of year2013-12-31$1,814,715
    Value of interest in pooled separate accounts at beginning of year2013-12-31$1,477,410
    Interest earned on other investments2013-12-31$607,282
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,822,169
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,861,975
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,488,301
    Net investment gain/loss from pooled separate accounts2013-12-31$146,084
    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$1,320,358
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,934,677
    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 name2013-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2013-12-31251408703
    2012
    Total transfer of assets to this plan2012-12-31$98,252
    Total income from all sources (including contributions)2012-12-31$6,108,368
    Total of all expenses incurred2012-12-31$1,731,890
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,729,459
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,236,539
    Value of total assets at end of year2012-12-31$42,991,991
    Value of total assets at beginning of year2012-12-31$38,517,261
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,431
    Total interest from all sources2012-12-31$581,665
    Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,326
    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$93,326
    Administrative expenses professional fees incurred2012-12-31$2,431
    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
    Were there any nonexempt tranactions with any party-in-interest2012-12-31No
    Contributions received from participants2012-12-31$926,845
    Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,973
    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$4,376,478
    Value of net assets at end of year (total assets less liabilities)2012-12-31$42,991,991
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,517,261
    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$26,652,606
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,143,215
    Value of interest in pooled separate accounts at end of year2012-12-31$1,477,410
    Value of interest in pooled separate accounts at beginning of year2012-12-31$1,342,189
    Interest earned on other investments2012-12-31$581,665
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,861,975
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,031,857
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,063,758
    Net investment gain/loss from pooled separate accounts2012-12-31$133,080
    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$1,267,721
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,729,459
    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 name2012-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2012-12-31251408703
    2011
    Total income from all sources (including contributions)2011-12-31$2,156,688
    Total of all expenses incurred2011-12-31$1,058,244
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,058,244
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,918,157
    Value of total assets at end of year2011-12-31$38,517,261
    Value of total assets at beginning of year2011-12-31$37,418,817
    Total interest from all sources2011-12-31$601,445
    Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,340
    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$13,340
    Was this plan covered by a fidelity bond2011-12-31No
    If this is an individual account plan, was there a blackout period2011-12-31No
    Were there any nonexempt tranactions with any party-in-interest2011-12-31No
    Contributions received from participants2011-12-31$648,547
    Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,289
    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$1,098,444
    Value of net assets at end of year (total assets less liabilities)2011-12-31$38,517,261
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,418,817
    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$22,143,215
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,433,441
    Value of interest in pooled separate accounts at end of year2011-12-31$1,342,189
    Value of interest in pooled separate accounts at beginning of year2011-12-31$798,798
    Interest earned on other investments2011-12-31$601,445
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,031,857
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,186,578
    Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$124,399
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-505,933
    Net investment gain/loss from pooled separate accounts2011-12-31$129,679
    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$1,252,321
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$933,845
    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 name2011-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2011-12-31251408703
    2010
    Total income from all sources (including contributions)2010-12-31$5,426,170
    Total of all expenses incurred2010-12-31$882,116
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$882,116
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,243,632
    Value of total assets at end of year2010-12-31$37,418,817
    Value of total assets at beginning of year2010-12-31$32,874,763
    Total interest from all sources2010-12-31$115,521
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,649
    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$2,649
    Was this plan covered by a fidelity bond2010-12-31No
    If this is an individual account plan, was there a blackout period2010-12-31No
    Were there any nonexempt tranactions with any party-in-interest2010-12-31No
    Contributions received from participants2010-12-31$640,629
    Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$386,651
    Other income not declared elsewhere2010-12-31$423,366
    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$4,544,054
    Value of net assets at end of year (total assets less liabilities)2010-12-31$37,418,817
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,874,763
    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$22,433,441
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,241,796
    Value of interest in pooled separate accounts at end of year2010-12-31$798,798
    Value of interest in pooled separate accounts at beginning of year2010-12-31$632,967
    Interest earned on other investments2010-12-31$115,521
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,186,578
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,547,983
    Net investment gain/loss from pooled separate accounts2010-12-31$93,019
    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$1,216,352
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$882,116
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
    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 name2010-12-31SCHNEIDER DOWNS & CO., INC.
    Accountancy firm EIN2010-12-31251408703

    Form 5500 Responses

    2020
    2020-01-01Type of plan entitySingle employer plan
    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
    2019-01-01Type of plan entitySingle employer plan
    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
    2018-01-01Type of plan entitySingle employer plan
    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
    2017-01-01Type of plan entitySingle employer plan
    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
    2016-01-01Type of plan entitySingle employer plan
    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
    2015-01-01Type of plan entitySingle employer plan
    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
    2014-01-01Type of plan entitySingle employer plan
    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
    2013-01-01Type of plan entitySingle employer plan
    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
    2012-01-01Type of plan entitySingle employer plan
    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
    2011-01-01Type of plan entitySingle employer plan
    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
    2009-01-01Type of plan entitySingle employer plan
    2009-01-01This submission is the final filingNo
    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 number500079
    Policy instance 1
    Insurance contract or identification number500079
    Number of Individuals Covered448
    Insurance policy start date2020-01-01
    Insurance policy end date2020-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    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 number500079
    Policy instance 1
    Insurance contract or identification number500079
    Number of Individuals Covered447
    Insurance policy start date2019-01-01
    Insurance policy end date2019-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    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 number500079
    Policy instance 1
    Insurance contract or identification number500079
    Number of Individuals Covered585
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    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 number500079
    Policy instance 1
    Insurance contract or identification number500079
    Number of Individuals Covered579
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    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 number500079
    Policy instance 1
    Insurance contract or identification number500079
    Number of Individuals Covered450
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    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 number500079
    Policy instance 1
    Insurance contract or identification number500079
    Number of Individuals Covered450
    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
    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 guaranteed investment?Yes
    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 number104063
    Policy instance 1
    Insurance contract or identification number104063
    Number of Individuals Covered441
    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
    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 guaranteed investment?Yes
    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 number500079
    Policy instance 2
    Insurance contract or identification number500079
    Number of Individuals Covered75
    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
    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 guaranteed investment?Yes
    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 number104063
    Policy instance 1
    Insurance contract or identification number104063
    Number of Individuals Covered472
    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
    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 guaranteed investment?Yes
    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 number500079
    Policy instance 2
    Insurance contract or identification number500079
    Number of Individuals Covered279
    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
    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 guaranteed investment?Yes
    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 number104063
    Policy instance 1
    Insurance contract or identification number104063
    Number of Individuals Covered483
    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
    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 guaranteed investment?Yes
    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 number104063
    Policy instance 1
    Insurance contract or identification number104063
    Number of Individuals Covered489
    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
    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 guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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