?>
Logo

POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePOSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN
Plan identification number 001

POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

POSITIVE EDUCATION PROGRAM has sponsored the creation of one or more 401k plans.

Company Name:POSITIVE EDUCATION PROGRAM
Employer identification number (EIN):341127919
NAIC Classification:611000

Additional information about POSITIVE EDUCATION PROGRAM

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1973-07-19
Company Identification Number: 442149
Legal Registered Office Address: 3100 EUCLID AVE
-
CLEVELAND
United States of America (USA)
44115

More information about POSITIVE EDUCATION PROGRAM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01JOHN P SESEK
0012014-07-01JOHN P SESEK
0012013-07-01JOHN P SESEK2014-10-08
0012012-07-01JOHN P SESEK2013-09-16
0012011-07-01JOHN P SESEK2012-12-11
0012010-07-01JOHN P SESEK2011-10-11

Plan Statistics for POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN

Measure Date Value
2021: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01227
Total number of active participants reported on line 7a of the Form 55002021-07-01191
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0158
Total of all active and inactive participants2021-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01249
Number of participants with account balances2021-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01235
Total number of active participants reported on line 7a of the Form 55002020-07-01171
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0152
Total of all active and inactive participants2020-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01223
Number of participants with account balances2020-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01224
Total number of active participants reported on line 7a of the Form 55002019-07-01195
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0140
Total of all active and inactive participants2019-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01235
Number of participants with account balances2019-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01168
Total number of active participants reported on line 7a of the Form 55002018-07-01168
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0145
Total of all active and inactive participants2018-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01213
Number of participants with account balances2018-07-01149
2017: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01141
Total number of active participants reported on line 7a of the Form 55002017-07-01140
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0123
Total of all active and inactive participants2017-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01163
Number of participants with account balances2017-07-01119
2016: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01164
Total number of active participants reported on line 7a of the Form 55002016-07-01136
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0120
Total of all active and inactive participants2016-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01156
Number of participants with account balances2016-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01146
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0127
Total of all active and inactive participants2015-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01164
Number of participants with account balances2015-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01128
Total number of active participants reported on line 7a of the Form 55002014-07-01118
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01143
Number of participants with account balances2014-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-346,571
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$225,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$173,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$875,429
Value of total assets at end of year2022-06-30$7,597,007
Value of total assets at beginning of year2022-06-30$8,168,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$51,309
Total interest from all sources2022-06-30$3,235
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$51,309
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$205,041
Participant contributions at end of year2022-06-30$92,360
Participant contributions at beginning of year2022-06-30$60,508
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$8,799
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$122,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-571,877
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,597,007
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,168,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,624,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,306,433
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$3,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$501,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$431,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,225,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$548,231
Employer contributions (assets) at end of year2022-06-30$378,654
Employer contributions (assets) at beginning of year2022-06-30$361,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$173,997
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MEADEN & MOORE, LTD
Accountancy firm EIN2022-06-30341818258
2021 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,577,943
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$341,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$292,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$715,645
Value of total assets at end of year2021-06-30$8,168,884
Value of total assets at beginning of year2021-06-30$5,932,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$48,354
Total interest from all sources2021-06-30$1,292
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$192,146
Participant contributions at end of year2021-06-30$60,508
Participant contributions at beginning of year2021-06-30$0
Participant contributions at end of year2021-06-30$8,799
Participant contributions at beginning of year2021-06-30$8,078
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$8,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,236,855
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,168,884
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,932,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$48,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,306,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,120,069
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$465,090
Income. Interest from loans (other than to participants)2021-06-30$1,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$431,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,861,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$514,627
Employer contributions (assets) at end of year2021-06-30$361,412
Employer contributions (assets) at beginning of year2021-06-30$338,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$292,734
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MEADEN & MOORE, LTD
Accountancy firm EIN2021-06-30341818258
2020 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$858,425
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,127,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,084,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$665,453
Value of total assets at end of year2020-06-30$5,932,029
Value of total assets at beginning of year2020-06-30$7,200,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$42,387
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$194,568
Participant contributions at end of year2020-06-30$8,078
Participant contributions at beginning of year2020-06-30$7,666
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,268,679
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,932,029
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,200,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$42,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,120,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,552,031
Value of interest in pooled separate accounts at end of year2020-06-30$465,090
Value of interest in pooled separate accounts at beginning of year2020-06-30$366,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$192,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$469,757
Employer contributions (assets) at end of year2020-06-30$338,792
Employer contributions (assets) at beginning of year2020-06-30$274,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,084,717
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MEADEN & MOORE, LTD
Accountancy firm EIN2020-06-30341818258
2019 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$873,247
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$632,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$584,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$590,922
Value of total assets at end of year2019-06-30$7,200,708
Value of total assets at beginning of year2019-06-30$6,959,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$48,125
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$48,125
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$198,859
Participant contributions at end of year2019-06-30$7,666
Participant contributions at beginning of year2019-06-30$8,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$240,860
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,200,708
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,959,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,552,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,502,288
Value of interest in pooled separate accounts at end of year2019-06-30$366,426
Value of interest in pooled separate accounts at beginning of year2019-06-30$315,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$282,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$392,063
Employer contributions (assets) at end of year2019-06-30$274,585
Employer contributions (assets) at beginning of year2019-06-30$133,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$584,262
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MEADEN & MOORE, LTD
Accountancy firm EIN2019-06-30341818258
2018 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,170,052
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$315,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$268,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$496,939
Value of total assets at end of year2018-06-30$6,959,848
Value of total assets at beginning of year2018-06-30$6,105,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$47,536
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$47,536
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$246,282
Participant contributions at end of year2018-06-30$8,492
Participant contributions at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$854,407
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,959,848
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,105,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,502,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,975,508
Value of interest in pooled separate accounts at end of year2018-06-30$315,660
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$673,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$250,657
Employer contributions (assets) at end of year2018-06-30$133,408
Employer contributions (assets) at beginning of year2018-06-30$129,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$268,109
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MEADEN & MOORE, LTD
Accountancy firm EIN2018-06-30341818258
2017 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,278,055
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$361,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$322,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$488,368
Value of total assets at end of year2017-06-30$6,105,441
Value of total assets at beginning of year2017-06-30$5,188,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$39,332
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$39,332
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$248,552
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$8,734
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$916,659
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,105,441
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,188,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,975,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,815,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$789,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$237,175
Employer contributions (assets) at end of year2017-06-30$129,933
Employer contributions (assets) at beginning of year2017-06-30$364,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$322,064
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MEADEN & MOORE, LTD.
Accountancy firm EIN2017-06-30341818258
2016 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$698,711
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$347,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$313,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$696,396
Value of total assets at end of year2016-06-30$5,188,782
Value of total assets at beginning of year2016-06-30$4,837,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$34,117
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$34,117
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$207,399
Participant contributions at end of year2016-06-30$8,734
Participant contributions at beginning of year2016-06-30$6,652
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$26,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$350,785
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,188,782
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,837,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,815,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,653,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$2,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$462,854
Employer contributions (assets) at end of year2016-06-30$364,893
Employer contributions (assets) at beginning of year2016-06-30$178,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$313,809
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MEADEN & MOORE, LTD
Accountancy firm EIN2016-06-30341818258
2015 : POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$580,345
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$568,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$535,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$420,368
Value of total assets at end of year2015-06-30$4,837,997
Value of total assets at beginning of year2015-06-30$4,826,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$33,771
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$33,771
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$156,950
Participant contributions at end of year2015-06-30$6,652
Participant contributions at beginning of year2015-06-30$7,130
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$11,411
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,837,997
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,826,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,653,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,574,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$159,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$263,418
Employer contributions (assets) at end of year2015-06-30$178,102
Employer contributions (assets) at beginning of year2015-06-30$244,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$535,163
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MEADEN & MOORE, LTD.
Accountancy firm EIN2015-06-30341818258

Form 5500 Responses for POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN

2021: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GL5E
Policy instance 1
Insurance contract or identification numberGAP-CP-GL5E
Number of Individuals Covered17
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GL5E
Policy instance 1
Insurance contract or identification numberGAP-CP-GL5E
Number of Individuals Covered17
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GL5E
Policy instance 1
Insurance contract or identification numberGAP-CP-GL5E
Number of Individuals Covered17
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GL5E
Policy instance 1
Insurance contract or identification numberGAP-CP-GL5E
Number of Individuals Covered16
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80266
Policy instance 1
Insurance contract or identification number335-80266
Number of Individuals Covered15
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GL5E
Policy instance 2
Insurance contract or identification numberGAP-CP-GL5E
Number of Individuals Covered15
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80266
Policy instance 1
Insurance contract or identification number335-80266
Number of Individuals Covered15
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80266
Policy instance 1
Insurance contract or identification number335-80266
Number of Individuals Covered14
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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

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

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

See full terms and conditions

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