401k Plan data: BETHEL COLLEGE DISABILITY PLAN plan

BETHEL COLLEGE DISABILITY PLAN 401k Plan overview

Plan Name	BETHEL COLLEGE DISABILITY PLAN
Plan identification number	520

BETHEL COLLEGE DISABILITY PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover

401k Sponsoring company profile

BETHEL UNIVERSITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BETHEL UNIVERSITY, INC.

Employer identification number (EIN): 350935587

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHEL COLLEGE DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
520 2017-01-01 DAVID ARMSTRONG DAVID ARMSTRONG 2018-07-09
520 2016-01-01 DAVID ARMSTRONG DAVID ARMSTRONG 2017-07-24
520 2015-01-01 DAVID ARMSTRONG DAVID ARMSTRONG 2016-06-29
520 2014-01-01 RAYMOND WHITEMAN RAYMOND WHITEMAN 2015-07-09
520 2013-09-01 CLAIR KNAPP CLAIR KNAPP 2014-06-04
520 2012-09-01 CLAIR KNAPP CLAIR KNAPP 2014-03-05
520 2011-09-01 CLAIR KNAPP
520 2010-09-01 CLAIR KNAPP
520 2009-09-01 CLAIR KNAPP
520 2008-09-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
520	2017-01-01	DAVID ARMSTRONG	DAVID ARMSTRONG	2018-07-09
520	2016-01-01	DAVID ARMSTRONG	DAVID ARMSTRONG	2017-07-24
520	2015-01-01	DAVID ARMSTRONG	DAVID ARMSTRONG	2016-06-29
520	2014-01-01	RAYMOND WHITEMAN	RAYMOND WHITEMAN	2015-07-09
520	2013-09-01	CLAIR KNAPP	CLAIR KNAPP	2014-06-04
520	2012-09-01	CLAIR KNAPP	CLAIR KNAPP	2014-03-05
520	2011-09-01	CLAIR KNAPP
520	2010-09-01	CLAIR KNAPP
520	2009-09-01	CLAIR KNAPP
520	2008-09-01

Plan Statistics for BETHEL COLLEGE DISABILITY PLAN

401k plan membership statisitcs for BETHEL COLLEGE DISABILITY PLAN

Measure Date Value
2017: BETHEL COLLEGE DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
2016: BETHEL COLLEGE DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 222
Total of all active and inactive participants 2016-01-01 222
Total participants 2016-01-01 222
2015: BETHEL COLLEGE DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 231
Total of all active and inactive participants 2015-01-01 231
Total participants 2015-01-01 231
2014: BETHEL COLLEGE DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 242
Total of all active and inactive participants 2014-01-01 242
Total participants 2014-01-01 242
2013: BETHEL COLLEGE DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 246
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 245
Total of all active and inactive participants 2013-09-01 245
Total participants 2013-09-01 245
2012: BETHEL COLLEGE DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 258
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 246
Total of all active and inactive participants 2012-09-01 246
Total participants 2012-09-01 246
2011: BETHEL COLLEGE DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 259
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 258
Total of all active and inactive participants 2011-09-01 258
Total participants 2011-09-01 258
2010: BETHEL COLLEGE DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 276
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 259
Total of all active and inactive participants 2010-09-01 259
Total participants 2010-09-01 259
2009: BETHEL COLLEGE DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 280
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 276
Total of all active and inactive participants 2009-09-01 276
Total participants 2009-09-01 276

Measure	Date	Value
2017: BETHEL COLLEGE DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
2016: BETHEL COLLEGE DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	222
Total of all active and inactive participants	2016-01-01	222
Total participants	2016-01-01	222
2015: BETHEL COLLEGE DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	231
Total of all active and inactive participants	2015-01-01	231
Total participants	2015-01-01	231
2014: BETHEL COLLEGE DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	242
Total of all active and inactive participants	2014-01-01	242
Total participants	2014-01-01	242
2013: BETHEL COLLEGE DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	246
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	245
Total of all active and inactive participants	2013-09-01	245
Total participants	2013-09-01	245
2012: BETHEL COLLEGE DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	258
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	246
Total of all active and inactive participants	2012-09-01	246
Total participants	2012-09-01	246
2011: BETHEL COLLEGE DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	259
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	258
Total of all active and inactive participants	2011-09-01	258
Total participants	2011-09-01	258
2010: BETHEL COLLEGE DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	276
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	259
Total of all active and inactive participants	2010-09-01	259
Total participants	2010-09-01	259
2009: BETHEL COLLEGE DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	280
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	276
Total of all active and inactive participants	2009-09-01	276
Total participants	2009-09-01	276

Form 5500 Responses for BETHEL COLLEGE DISABILITY PLAN

2017: BETHEL COLLEGE DISABILITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: BETHEL COLLEGE DISABILITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: BETHEL COLLEGE DISABILITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: BETHEL COLLEGE DISABILITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: BETHEL COLLEGE DISABILITY PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2012: BETHEL COLLEGE DISABILITY PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2011: BETHEL COLLEGE DISABILITY PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2010: BETHEL COLLEGE DISABILITY PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2009: BETHEL COLLEGE DISABILITY PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2008: BETHEL COLLEGE DISABILITY PLAN 2008 form 5500 responses
2008-09-01	Type of plan entity	Single employer plan
2008-09-01	Submission has been amended	No
2008-09-01	This submission is the final filing	No
2008-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-09-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010165128

Policy instance

Insurance contract or identification number	000010165128
Number of Individuals Covered	216
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,608
Total amount of fees paid to insurance company	USD $2,085
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,025
Insurance broker organization code?	3
Amount paid for insurance broker fees	1001
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker name	GIS BENEFITS INC.

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Company Name:	BETHEL UNIVERSITY, INC.
Employer identification number (EIN):	350935587
NAIC Classification:	611000