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NATIONAL SAFETY COUNCIL PENSION PLAN 401k Plan overview

Plan NameNATIONAL SAFETY COUNCIL PENSION PLAN
Plan identification number 001

NATIONAL SAFETY COUNCIL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NATIONAL SAFETY COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL SAFETY COUNCIL
Employer identification number (EIN):362167809
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL SAFETY COUNCIL

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2016-03-09
Company Identification Number: 119517498
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about NATIONAL SAFETY COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL SAFETY COUNCIL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01DIANA KANAS DIANA KANAS2018-10-01
0012016-01-01DIANA KANAS
0012015-01-01DIANA KANAS
0012014-01-01DIANA KANAS
0012013-01-01DIANA KANAS
0012012-01-01DIANA KANAS
0012011-01-01DIANA B. KANAS
0012009-01-01DIANA KANAS
0012007-01-01

Plan Statistics for NATIONAL SAFETY COUNCIL PENSION PLAN

401k plan membership statisitcs for NATIONAL SAFETY COUNCIL PENSION PLAN

Measure Date Value
2018: NATIONAL SAFETY COUNCIL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01388
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01389
Number of participants with account balances2018-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL SAFETY COUNCIL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01491
Total number of active participants reported on line 7a of the Form 55002017-01-01521
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01524
Number of participants with account balances2017-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL SAFETY COUNCIL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01399
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: NATIONAL SAFETY COUNCIL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01420
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-01200
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-01399
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL SAFETY COUNCIL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01520
Total number of active participants reported on line 7a of the Form 55002014-01-0172
Number of retired or separated participants receiving benefits2014-01-01211
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0136
Total participants2014-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL SAFETY COUNCIL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01527
Total number of active participants reported on line 7a of the Form 55002013-01-0171
Number of retired or separated participants receiving benefits2013-01-01205
Number of other retired or separated participants entitled to future benefits2013-01-01210
Total of all active and inactive participants2013-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0134
Total participants2013-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL SAFETY COUNCIL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01538
Total number of active participants reported on line 7a of the Form 55002012-01-0172
Number of retired or separated participants receiving benefits2012-01-01198
Number of other retired or separated participants entitled to future benefits2012-01-01225
Total of all active and inactive participants2012-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0132
Total participants2012-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL SAFETY COUNCIL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01541
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-01193
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0131
Total participants2011-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATIONAL SAFETY COUNCIL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01555
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of retired or separated participants receiving benefits2009-01-01182
Number of other retired or separated participants entitled to future benefits2009-01-01242
Total of all active and inactive participants2009-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NATIONAL SAFETY COUNCIL PENSION PLAN

Measure Date Value
2018 : NATIONAL SAFETY COUNCIL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,405,626
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,326,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,289,800
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,858,473
Value of total assets at end of year2018-12-31$22,759,303
Value of total assets at beginning of year2018-12-31$23,680,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,111
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$20,738
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$373,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$373,936
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31No
Value of fidelity bond cover2018-12-31$0
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,893,270
Participant contributions at end of year2018-12-31$250,487
Participant contributions at beginning of year2018-12-31$381,112
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$704,758
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,426
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-921,285
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,759,303
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,680,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,912,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,799,002
Interest on participant loans2018-12-31$14,821
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$5,917
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$595,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,500,010
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,848,947
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,260,445
Employer contributions (assets) at end of year2018-12-31$922
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,289,800
Contract administrator fees2018-12-31$37,111
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : NATIONAL SAFETY COUNCIL PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,666,256
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,037,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,901,683
Expenses. Certain deemed distributions of participant loans2017-12-31$82,016
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,054,052
Value of total assets at end of year2017-12-31$23,680,588
Value of total assets at beginning of year2017-12-31$20,051,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,916
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$19,197
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$293,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$293,847
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,835,344
Participant contributions at end of year2017-12-31$381,112
Participant contributions at beginning of year2017-12-31$390,219
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,490
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$2,210
Administrative expenses (other) incurred2017-12-31$51,200
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,628,641
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,680,588
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,051,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,799,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,734,595
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,906,360
Interest on participant loans2017-12-31$17,120
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,077
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,500,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,889
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,277,706
Net investment gain/loss from pooled separate accounts2017-12-31$19,244
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,218,708
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,901,683
Contract administrator fees2017-12-31$2,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : NATIONAL SAFETY COUNCIL PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$22,400
Total income from all sources (including contributions)2016-11-30$5,125,146
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$30,778,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$30,450,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$4,539,610
Value of total assets at end of year2016-11-30$0
Value of total assets at beginning of year2016-11-30$25,676,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$328,563
Total interest from all sources2016-11-30$8,655
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-11-30$0
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$5,000,000
If this is an individual account plan, was there a blackout period2016-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Other income not declared elsewhere2016-11-30$9,575
Administrative expenses (other) incurred2016-11-30$10,640
Liabilities. Value of operating payables at end of year2016-11-30$0
Liabilities. Value of operating payables at beginning of year2016-11-30$22,400
Total non interest bearing cash at end of year2016-11-30$0
Total non interest bearing cash at beginning of year2016-11-30$136,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$-25,653,634
Value of net assets at end of year (total assets less liabilities)2016-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$25,653,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$19,431,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$6,020,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$6,020,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$8,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-11-30$88,257
Expenses. Payments to insurance carriers foe the provision of benefits2016-11-30$26,478,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$567,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$4,539,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$3,971,917
Contract administrator fees2016-11-30$317,923
Did the plan have assets held for investment2016-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-11-30381357951
2015 : NATIONAL SAFETY COUNCIL PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,400
Total income from all sources (including contributions)2015-12-31$-209,609
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,769,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,652,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$25,676,034
Value of total assets at beginning of year2015-12-31$27,655,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$117,102
Total interest from all sources2015-12-31$2,214
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,899
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$15,024
Administrative expenses (other) incurred2015-12-31$24,732
Liabilities. Value of operating payables at end of year2015-12-31$22,400
Liabilities. Value of operating payables at beginning of year2015-12-31$22,400
Total non interest bearing cash at end of year2015-12-31$136,155
Total non interest bearing cash at beginning of year2015-12-31$137,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,979,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,653,634
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,633,167
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
Investment advisory and management fees2015-12-31$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,431,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,620,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,020,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$88,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$112,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$6,785,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,652,822
Contract administrator fees2015-12-31$86,120
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : NATIONAL SAFETY COUNCIL PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,400
Total income from all sources (including contributions)2014-12-31$9,289,313
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,402,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,123,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,476,703
Value of total assets at end of year2014-12-31$27,655,567
Value of total assets at beginning of year2014-12-31$23,768,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$278,302
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$106,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$106,854
Administrative expenses professional fees incurred2014-12-31$12,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$18,046
Administrative expenses (other) incurred2014-12-31$107,016
Liabilities. Value of operating payables at end of year2014-12-31$22,400
Liabilities. Value of operating payables at beginning of year2014-12-31$22,400
Total non interest bearing cash at end of year2014-12-31$137,164
Total non interest bearing cash at beginning of year2014-12-31$133,278
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$3,887,218
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,633,167
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,745,949
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
Investment advisory and management fees2014-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,620,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,975,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$112,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$138,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,687,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,476,703
Employer contributions (assets) at end of year2014-12-31$6,785,101
Employer contributions (assets) at beginning of year2014-12-31$521,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,123,793
Contract administrator fees2014-12-31$133,886
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : NATIONAL SAFETY COUNCIL PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,000
Total income from all sources (including contributions)2013-12-31$3,670,293
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,860,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,712,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,092,210
Value of total assets at end of year2013-12-31$23,768,349
Value of total assets at beginning of year2013-12-31$21,957,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147,863
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$944,151
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$944,151
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$21,137
Administrative expenses (other) incurred2013-12-31$97,804
Liabilities. Value of operating payables at end of year2013-12-31$22,400
Liabilities. Value of operating payables at beginning of year2013-12-31$22,000
Total non interest bearing cash at end of year2013-12-31$133,278
Total non interest bearing cash at beginning of year2013-12-31$134,620
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$1,810,209
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,745,949
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,935,740
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
Investment advisory and management fees2013-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,975,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,652,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$138,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$170,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,612,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,092,210
Employer contributions (assets) at end of year2013-12-31$521,562
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,712,221
Contract administrator fees2013-12-31$12,559
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : NATIONAL SAFETY COUNCIL PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,399
Total income from all sources (including contributions)2012-12-31$3,770,939
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,827,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,618,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$965,260
Value of total assets at end of year2012-12-31$21,957,740
Value of total assets at beginning of year2012-12-31$20,029,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$209,512
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$338,447
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$338,447
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$21,809
Administrative expenses (other) incurred2012-12-31$94,655
Liabilities. Value of operating payables at end of year2012-12-31$22,000
Liabilities. Value of operating payables at beginning of year2012-12-31$37,399
Total non interest bearing cash at end of year2012-12-31$134,620
Total non interest bearing cash at beginning of year2012-12-31$129,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,943,288
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,935,740
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,992,452
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
Investment advisory and management fees2012-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,652,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,082,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$170,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$202,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,445,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$965,260
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$615,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,618,139
Contract administrator fees2012-12-31$96,107
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : NATIONAL SAFETY COUNCIL PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,917
Total income from all sources (including contributions)2011-12-31$1,242,852
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,719,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,556,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,362,234
Value of total assets at end of year2011-12-31$20,029,851
Value of total assets at beginning of year2011-12-31$20,492,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$163,052
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$24,133
Administrative expenses (other) incurred2011-12-31$110,739
Liabilities. Value of operating payables at end of year2011-12-31$37,399
Liabilities. Value of operating payables at beginning of year2011-12-31$22,917
Total non interest bearing cash at end of year2011-12-31$129,551
Total non interest bearing cash at beginning of year2011-12-31$128,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-477,104
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,992,452
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,469,556
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
Investment advisory and management fees2011-12-31$31,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,082,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,623,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$202,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$246,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-143,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,362,234
Employer contributions (assets) at end of year2011-12-31$615,435
Employer contributions (assets) at beginning of year2011-12-31$493,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,556,904
Contract administrator fees2011-12-31$21,063
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 name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : NATIONAL SAFETY COUNCIL PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$55,558
Total income from all sources (including contributions)2010-12-31$3,363,598
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,748,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,616,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,057,801
Value of total assets at end of year2010-12-31$20,492,473
Value of total assets at beginning of year2010-12-31$18,909,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$131,741
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$9,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$7,409
Liabilities. Value of operating payables at end of year2010-12-31$22,917
Liabilities. Value of operating payables at beginning of year2010-12-31$55,558
Total non interest bearing cash at end of year2010-12-31$128,825
Total non interest bearing cash at beginning of year2010-12-31$118,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,615,468
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,469,556
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,854,088
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
Investment advisory and management fees2010-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,623,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,180,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$246,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$273,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,298,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,057,801
Employer contributions (assets) at end of year2010-12-31$493,144
Employer contributions (assets) at beginning of year2010-12-31$337,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,616,389
Contract administrator fees2010-12-31$103,991
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 name2010-12-31BLACKMAN KALLICK LLP
Accountancy firm EIN2010-12-31363468829

Form 5500 Responses for NATIONAL SAFETY COUNCIL PENSION PLAN

2018: NATIONAL SAFETY COUNCIL PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL SAFETY COUNCIL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL SAFETY COUNCIL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 is a collectively bargained planNo
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: NATIONAL SAFETY COUNCIL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL SAFETY COUNCIL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL SAFETY COUNCIL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL SAFETY COUNCIL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL SAFETY COUNCIL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL SAFETY COUNCIL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: NATIONAL SAFETY COUNCIL PENSION PLAN 2007 form 5500 responses
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered524
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069100
Policy instance 2
Insurance contract or identification numberTA069100
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-16
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
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1503
Policy instance 1
Insurance contract or identification number1503
Number of Individuals Covered399
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1503
Policy instance 1
Insurance contract or identification number1503
Number of Individuals Covered420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1503
Policy instance 1
Insurance contract or identification number1503
Number of Individuals Covered520
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1503
Policy instance 1
Insurance contract or identification number1503
Number of Individuals Covered527
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1503
Policy instance 1
Insurance contract or identification number1503
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1503
Policy instance 1
Insurance contract or identification number1503
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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