AMERICAN MEDICAL STUDENT ASSOCIATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: AMSA 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AMSA 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 26 |
Number of participants with account balances | 2013-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AMSA 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 30 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AMSA 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 34 |
Total participants | 2011-01-01 | 34 |
Number of participants with account balances | 2011-01-01 | 16 |
2010: AMSA 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 10 |
Total of all active and inactive participants | 2010-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 23 |
Number of participants with account balances | 2010-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: AMSA 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : AMSA 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $170,926 |
Expenses. Total of all expenses incurred | 2014-12-31 | $215,099 |
Benefits paid (including direct rollovers) | 2014-12-31 | $215,049 |
Total plan assets at end of year | 2014-12-31 | $1,410,843 |
Total plan assets at beginning of year | 2014-12-31 | $1,455,016 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $34,849 |
Other income received | 2014-12-31 | $113,196 |
Net income (gross income less expenses) | 2014-12-31 | $-44,173 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,410,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,455,016 |
Assets. Value of participant loans | 2014-12-31 | $20 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $22,881 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50 |
2013 : AMSA 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $326,463 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,950 |
Benefits paid (including direct rollovers) | 2013-12-31 | $9,450 |
Total plan assets at end of year | 2013-12-31 | $1,455,016 |
Total plan assets at beginning of year | 2013-12-31 | $1,138,503 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $34,828 |
Other income received | 2013-12-31 | $268,557 |
Net income (gross income less expenses) | 2013-12-31 | $316,513 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,455,016 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,138,503 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $23,078 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $500 |
2012 : AMSA 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $198,244 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,826 |
Benefits paid (including direct rollovers) | 2012-12-31 | $12,576 |
Total plan assets at end of year | 2012-12-31 | $1,138,503 |
Total plan assets at beginning of year | 2012-12-31 | $953,085 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $39,154 |
Other income received | 2012-12-31 | $135,921 |
Net income (gross income less expenses) | 2012-12-31 | $185,418 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,138,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $953,085 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $23,169 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $250 |
2011 : AMSA 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $37,393 |
Expenses. Total of all expenses incurred | 2011-12-31 | $57,804 |
Benefits paid (including direct rollovers) | 2011-12-31 | $57,733 |
Total plan assets at end of year | 2011-12-31 | $953,085 |
Total plan assets at beginning of year | 2011-12-31 | $973,496 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $44,869 |
Other income received | 2011-12-31 | $-22,613 |
Net income (gross income less expenses) | 2011-12-31 | $-20,411 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $953,085 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $973,496 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,137 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $21 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
2010 : AMSA 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $156,587 |
Expenses. Total of all expenses incurred | 2010-12-31 | $50,050 |
Benefits paid (including direct rollovers) | 2010-12-31 | $50,000 |
Total plan assets at end of year | 2010-12-31 | $973,496 |
Total plan assets at beginning of year | 2010-12-31 | $866,959 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $34,793 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $109,145 |
Net income (gross income less expenses) | 2010-12-31 | $106,537 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $973,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $866,959 |
Assets. Value of participant loans | 2010-12-31 | $6,159 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $12,649 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $50 |
2014: AMSA 401(K) PLAN 2014 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMSA 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMSA 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMSA 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AMSA 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: AMSA 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9539 |
Policy instance | 1 |
Insurance contract or identification number | ZH9539 | Number of Individuals Covered | 22 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,421 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $3,421 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9539 |
Policy instance | 1 |
Insurance contract or identification number | ZH9539 | Number of Individuals Covered | 26 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $3,186 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $3,186 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9539 |
Policy instance | 1 |
Insurance contract or identification number | ZH9539 | Number of Individuals Covered | 30 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,228 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $743 | Insurance broker organization code? | 3 | Insurance broker name | SBHU LIFE AGENCY INC |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9539 |
Policy instance | 1 |
Insurance contract or identification number | ZH9539 | Number of Individuals Covered | 34 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $9,115 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 923306 |
Policy instance | 2 |
Insurance contract or identification number | 923306 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,214 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
Policy contract number | 923306 |
Policy instance | 1 |
Insurance contract or identification number | 923306 | Number of Individuals Covered | 16 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,588 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $2,588 | Insurance broker organization code? | 4 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
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