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FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameFRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN
Plan identification number 002

FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0022016-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2017-01-24
    0022015-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2016-10-11
    0022014-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2015-09-24
    0022013-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2014-09-22
    0022012-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2013-10-08
    0022011-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2012-10-15
    0022009-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2010-10-14

    Plan Statistics for FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN

    401k plan membership statisitcs for FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN

    Measure Date Value
    2016
    Total participants, beginning-of-year2016-01-0185
    Total number of active participants reported on line 7a of the Form 55002016-01-010
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-010
    Total of all active and inactive participants2016-01-010
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-010
    Number of participants with account balances2016-01-010
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-0191
    Total number of active participants reported on line 7a of the Form 55002015-01-0162
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-0122
    Total of all active and inactive participants2015-01-0184
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
    Total participants2015-01-0185
    Number of participants with account balances2015-01-0177
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
    2014
    Total participants, beginning-of-year2014-01-01127
    Total number of active participants reported on line 7a of the Form 55002014-01-0169
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-0122
    Total of all active and inactive participants2014-01-0191
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-0191
    Number of participants with account balances2014-01-0183
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
    2013
    Total participants, beginning-of-year2013-01-01143
    Total number of active participants reported on line 7a of the Form 55002013-01-01102
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-0125
    Total of all active and inactive participants2013-01-01127
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-01127
    Number of participants with account balances2013-01-0188
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
    2012
    Total participants, beginning-of-year2012-01-01151
    Total number of active participants reported on line 7a of the Form 55002012-01-01135
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-018
    Total of all active and inactive participants2012-01-01143
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-01143
    Number of participants with account balances2012-01-0195
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
    2011
    Total participants, beginning-of-year2011-01-01153
    Total number of active participants reported on line 7a of the Form 55002011-01-01148
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-013
    Total of all active and inactive participants2011-01-01151
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-01151
    Number of participants with account balances2011-01-01101
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
    2009
    Total participants, beginning-of-year2009-01-01162
    Total number of active participants reported on line 7a of the Form 55002009-01-01149
    Number of retired or separated participants receiving benefits2009-01-010
    Number of other retired or separated participants entitled to future benefits2009-01-012
    Total of all active and inactive participants2009-01-01151
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
    Total participants2009-01-01151
    Number of participants with account balances2009-01-01105
    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 TAX DEFERRED ANNUITY PLAN

    Measure Date Value
    2016
    Transfers to/from the plan2016-05-31$-3,577,259
    Total income from all sources2016-05-31$61,415
    Expenses. Total of all expenses incurred2016-05-31$125,777
    Benefits paid (including direct rollovers)2016-05-31$125,777
    Total plan assets at end of year2016-05-31$0
    Total plan assets at beginning of year2016-05-31$3,641,621
    Value of fidelity bond covering the plan2016-05-31$500,000
    Other income received2016-05-31$61,415
    Net income (gross income less expenses)2016-05-31$-64,362
    Net plan assets at end of year (total assets less liabilities)2016-05-31$0
    Net plan assets at beginning of year (total assets less liabilities)2016-05-31$3,641,621
    2015
    Total income from all sources (including contributions)2015-12-31$43,649
    Total of all expenses incurred2015-12-31$198,620
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$198,620
    Value of total assets at end of year2015-12-31$3,641,621
    Value of total assets at beginning of year2015-12-31$3,796,592
    Total interest from all sources2015-12-31$26,980
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,618
    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$28,618
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$500,000
    If this is an individual account plan, was there a blackout period2015-12-31No
    Were there any nonexempt tranactions with any party-in-interest2015-12-31No
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$-154,971
    Value of net assets at end of year (total assets less liabilities)2015-12-31$3,641,621
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,796,592
    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$2,451,446
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,744,696
    Value of interest in pooled separate accounts at end of year2015-12-31$254,620
    Value of interest in pooled separate accounts at beginning of year2015-12-31$268,394
    Interest earned on other investments2015-12-31$26,980
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$935,555
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$783,502
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,148
    Net investment gain/loss from pooled separate accounts2015-12-31$19,199
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
    Was there a failure to transmit to the plan any participant contributions2015-12-31No
    Has the plan failed to provide any benefit when due under the plan2015-12-31No
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$198,620
    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 from this plan2014-12-31$7,390
    Total income from all sources (including contributions)2014-12-31$228,074
    Total of all expenses incurred2014-12-31$66,526
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$66,526
    Value of total assets at end of year2014-12-31$3,796,592
    Value of total assets at beginning of year2014-12-31$3,642,434
    Total interest from all sources2014-12-31$28,588
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,024
    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$25,024
    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
    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$161,548
    Value of net assets at end of year (total assets less liabilities)2014-12-31$3,796,592
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,642,434
    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$2,744,696
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,580,739
    Value of interest in pooled separate accounts at end of year2014-12-31$268,394
    Value of interest in pooled separate accounts at beginning of year2014-12-31$223,904
    Interest earned on other investments2014-12-31$28,588
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$783,502
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$837,791
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$146,413
    Net investment gain/loss from pooled separate accounts2014-12-31$28,049
    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$66,526
    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 from this plan2013-12-31$4,344
    Total income from all sources (including contributions)2013-12-31$478,339
    Total of all expenses incurred2013-12-31$301,834
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$301,834
    Value of total assets at end of year2013-12-31$3,642,434
    Value of total assets at beginning of year2013-12-31$3,470,273
    Total interest from all sources2013-12-31$30,320
    Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,828
    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$19,828
    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
    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$176,505
    Value of net assets at end of year (total assets less liabilities)2013-12-31$3,642,434
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,470,273
    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$2,580,739
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,416,915
    Value of interest in pooled separate accounts at end of year2013-12-31$223,904
    Value of interest in pooled separate accounts at beginning of year2013-12-31$190,923
    Interest earned on other investments2013-12-31$30,320
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$837,791
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$862,435
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$409,082
    Net investment gain/loss from pooled separate accounts2013-12-31$19,109
    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$301,834
    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 from this plan2012-12-31$98,252
    Total income from all sources (including contributions)2012-12-31$379,461
    Total of all expenses incurred2012-12-31$126,002
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$126,002
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$46,872
    Value of total assets at end of year2012-12-31$3,470,273
    Value of total assets at beginning of year2012-12-31$3,315,066
    Total interest from all sources2012-12-31$28,909
    Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,140
    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$7,140
    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$46,872
    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$253,459
    Value of net assets at end of year (total assets less liabilities)2012-12-31$3,470,273
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,315,066
    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$2,416,915
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,245,542
    Value of interest in pooled separate accounts at end of year2012-12-31$190,923
    Value of interest in pooled separate accounts at beginning of year2012-12-31$140,640
    Interest earned on other investments2012-12-31$28,909
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$862,435
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$928,884
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$280,906
    Net investment gain/loss from pooled separate accounts2012-12-31$15,634
    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$126,002
    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$355,742
    Total of all expenses incurred2011-12-31$329,173
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$329,173
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$328,123
    Value of total assets at end of year2011-12-31$3,315,066
    Value of total assets at beginning of year2011-12-31$3,288,497
    Total interest from all sources2011-12-31$31,695
    Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,670
    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$4,670
    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$300,191
    Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,932
    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$26,569
    Value of net assets at end of year (total assets less liabilities)2011-12-31$3,315,066
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,288,497
    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$2,245,542
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,213,154
    Value of interest in pooled separate accounts at end of year2011-12-31$140,640
    Value of interest in pooled separate accounts at beginning of year2011-12-31$121,458
    Interest earned on other investments2011-12-31$31,695
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$928,884
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$953,885
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-25,246
    Net investment gain/loss from pooled separate accounts2011-12-31$16,500
    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$329,173
    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$659,297
    Total of all expenses incurred2010-12-31$140,336
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$140,336
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$381,062
    Value of total assets at end of year2010-12-31$3,288,497
    Value of total assets at beginning of year2010-12-31$2,769,536
    Total interest from all sources2010-12-31$2,046
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,890
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,890
    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$300,872
    Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$80,190
    Other income not declared elsewhere2010-12-31$28,461
    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$518,961
    Value of net assets at end of year (total assets less liabilities)2010-12-31$3,288,497
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,769,536
    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$2,213,154
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,647,785
    Value of interest in pooled separate accounts at end of year2010-12-31$121,458
    Value of interest in pooled separate accounts at beginning of year2010-12-31$121,751
    Interest earned on other investments2010-12-31$2,046
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$953,885
    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$232,524
    Net investment gain/loss from pooled separate accounts2010-12-31$13,314
    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$140,336
    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

    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01This submission is the final filingYes
    2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
    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
    2009-01-01First time form 5500 has been submittedYes
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered0
    Insurance policy start date2016-01-01
    Insurance policy end date2016-05-31
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered72
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered78
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered85
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered95
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered101
    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 number104064
    Policy instance 1
    Insurance contract or identification number104064
    Number of Individuals Covered102
    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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