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AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 401k Plan overview

Plan NameAMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN
Plan identification number 003

AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

AMERICAN SOCIETY FOR CLINICAL PATHOLOGY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY FOR CLINICAL PATHOLOGY
Employer identification number (EIN):362406080
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LISA SIMMONS
0032016-01-01LISA SIMMONS
0032015-01-01LISA SIMMONS
0032014-01-01LISA SIMMONS
0032013-01-01JEAN MARIE DILLON
0032012-01-01JEAN MARIE DILLON
0032011-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2012-07-25
0032009-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2010-10-13
0032008-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2010-10-13
0032007-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2010-10-13
0032006-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2010-10-13
0032005-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2010-10-13

Plan Statistics for AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN

401k plan membership statisitcs for AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN

Measure Date Value
2022: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01198
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01196
Number of participants with account balances2022-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01198
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01202
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01196
Number of participants with account balances2020-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01192
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01203
Number of participants with account balances2019-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01192
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01192
Number of participants with account balances2017-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0182
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01199
Number of participants with account balances2014-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01213
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01205
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01209
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01210
Total participants2011-01-01210
Number of participants with account balances2011-01-01171
2009: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01217
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01204
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN

Measure Date Value
2022 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,080,181
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$324,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$300,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,386,650
Value of total assets at end of year2022-12-31$16,831,248
Value of total assets at beginning of year2022-12-31$18,235,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,188
Total interest from all sources2022-12-31$112,926
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$124,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$124,234
Administrative expenses professional fees incurred2022-12-31$12,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$926,513
Participant contributions at end of year2022-12-31$148,796
Participant contributions at beginning of year2022-12-31$185,455
Participant contributions at end of year2022-12-31$33,774
Participant contributions at beginning of year2022-12-31$30,581
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$460,137
Other income not declared elsewhere2022-12-31$20,694
Administrative expenses (other) incurred2022-12-31$11,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,404,559
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,831,248
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,235,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,897,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,370,191
Value of interest in pooled separate accounts at end of year2022-12-31$587,004
Value of interest in pooled separate accounts at beginning of year2022-12-31$551,113
Interest on participant loans2022-12-31$7,670
Interest earned on other investments2022-12-31$105,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,163,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,098,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,769,990
Net investment gain/loss from pooled separate accounts2022-12-31$45,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$300,190
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORGAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,024,235
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$388,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$371,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$840,412
Value of total assets at end of year2021-12-31$18,235,807
Value of total assets at beginning of year2021-12-31$15,599,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,568
Total interest from all sources2021-12-31$97,515
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$110,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$110,568
Administrative expenses professional fees incurred2021-12-31$5,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$840,018
Participant contributions at end of year2021-12-31$185,455
Participant contributions at beginning of year2021-12-31$118,804
Participant contributions at end of year2021-12-31$30,581
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$394
Other income not declared elsewhere2021-12-31$23,685
Administrative expenses (other) incurred2021-12-31$11,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,636,191
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,235,807
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,599,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,370,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,965,240
Value of interest in pooled separate accounts at end of year2021-12-31$551,113
Value of interest in pooled separate accounts at beginning of year2021-12-31$444,205
Interest on participant loans2021-12-31$5,240
Interest earned on other investments2021-12-31$92,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,098,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,071,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,871,047
Net investment gain/loss from pooled separate accounts2021-12-31$81,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$371,476
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,678,691
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$363,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$357,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$788,730
Value of total assets at end of year2020-12-31$15,599,616
Value of total assets at beginning of year2020-12-31$13,284,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,433
Total interest from all sources2020-12-31$99,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$47,591
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$778,882
Participant contributions at end of year2020-12-31$118,804
Participant contributions at beginning of year2020-12-31$16,819
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$29,654
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,848
Other income not declared elsewhere2020-12-31$19,596
Administrative expenses (other) incurred2020-12-31$6,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,315,245
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,599,616
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,284,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,965,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,824,911
Value of interest in pooled separate accounts at end of year2020-12-31$444,205
Value of interest in pooled separate accounts at beginning of year2020-12-31$450,561
Interest on participant loans2020-12-31$2,595
Interest earned on other investments2020-12-31$97,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,071,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,962,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,726,786
Net investment gain/loss from pooled separate accounts2020-12-31$-3,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$357,013
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,997,505
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,079,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,076,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$912,359
Value of total assets at end of year2019-12-31$13,284,371
Value of total assets at beginning of year2019-12-31$11,366,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,821
Total interest from all sources2019-12-31$96,277
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$33,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$33,220
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$749,222
Participant contributions at end of year2019-12-31$16,819
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$29,654
Participant contributions at beginning of year2019-12-31$28,405
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$163,137
Other income not declared elsewhere2019-12-31$18,136
Administrative expenses (other) incurred2019-12-31$2,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,917,880
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,284,371
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,366,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,824,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,055,241
Value of interest in pooled separate accounts at end of year2019-12-31$450,561
Value of interest in pooled separate accounts at beginning of year2019-12-31$453,255
Interest on participant loans2019-12-31$811
Interest earned on other investments2019-12-31$95,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,962,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,829,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,912,869
Net investment gain/loss from pooled separate accounts2019-12-31$24,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,076,804
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$397,853
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$574,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$574,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,001,008
Value of total assets at end of year2018-12-31$11,366,491
Value of total assets at beginning of year2018-12-31$11,543,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$261
Total interest from all sources2018-12-31$86,024
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,491
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$6,491
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Contributions received from participants2018-12-31$698,413
Participant contributions at end of year2018-12-31$28,405
Participant contributions at beginning of year2018-12-31$24,775
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$302,595
Other income not declared elsewhere2018-12-31$6,982
Administrative expenses (other) incurred2018-12-31$261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-176,917
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,366,491
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,543,408
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,055,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,501,154
Value of interest in pooled separate accounts at end of year2018-12-31$453,255
Value of interest in pooled separate accounts at beginning of year2018-12-31$463,788
Interest earned on other investments2018-12-31$86,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,829,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,553,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-724,859
Net investment gain/loss from pooled separate accounts2018-12-31$22,207
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$574,509
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
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$2,212,202
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,004,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,004,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$663,418
Value of total assets at end of year2017-12-31$11,543,408
Value of total assets at beginning of year2017-12-31$10,335,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$79,650
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$644,894
Participant contributions at end of year2017-12-31$24,775
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,524
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
Value of net income/loss2017-12-31$1,208,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,543,408
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,335,329
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,501,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,377,853
Value of interest in pooled separate accounts at end of year2017-12-31$463,788
Value of interest in pooled separate accounts at beginning of year2017-12-31$459,707
Interest earned on other investments2017-12-31$79,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,553,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,497,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,449,712
Net investment gain/loss from pooled separate accounts2017-12-31$19,422
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,004,123
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
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,697,375
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$798,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$798,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,096,859
Value of total assets at end of year2016-12-31$10,335,329
Value of total assets at beginning of year2016-12-31$9,436,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$87,133
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$622,641
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$25,881
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$474,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$899,035
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,335,329
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,436,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,377,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,491,227
Value of interest in pooled separate accounts at end of year2016-12-31$459,707
Value of interest in pooled separate accounts at beginning of year2016-12-31$451,063
Interest earned on other investments2016-12-31$87,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,497,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,468,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$490,714
Net investment gain/loss from pooled separate accounts2016-12-31$22,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$798,340
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$853,865
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$797,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$797,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$766,654
Value of total assets at end of year2015-12-31$9,436,294
Value of total assets at beginning of year2015-12-31$9,380,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$76,759
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$687,332
Participant contributions at end of year2015-12-31$25,881
Participant contributions at beginning of year2015-12-31$24,324
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$79,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$3,895
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$56,139
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,436,294
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,380,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,491,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,669,255
Value of interest in pooled separate accounts at end of year2015-12-31$451,063
Value of interest in pooled separate accounts at beginning of year2015-12-31$414,191
Interest earned on other investments2015-12-31$76,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,468,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,272,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,388
Net investment gain/loss from pooled separate accounts2015-12-31$34,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$793,831
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,324,752
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$216,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$216,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$808,294
Value of total assets at end of year2014-12-31$9,380,155
Value of total assets at beginning of year2014-12-31$8,272,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$73,176
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$619,854
Participant contributions at end of year2014-12-31$24,324
Participant contributions at beginning of year2014-12-31$19,955
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$188,440
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$1,107,769
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,380,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,272,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,669,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,894,500
Value of interest in pooled separate accounts at end of year2014-12-31$414,191
Value of interest in pooled separate accounts at beginning of year2014-12-31$377,434
Interest earned on other investments2014-12-31$73,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,272,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,980,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$398,876
Net investment gain/loss from pooled separate accounts2014-12-31$44,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$216,983
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,864,997
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$494,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$494,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$682,911
Value of total assets at end of year2013-12-31$8,272,386
Value of total assets at beginning of year2013-12-31$6,901,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$55,870
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,701
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$8,701
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$572,069
Participant contributions at end of year2013-12-31$19,955
Participant contributions at beginning of year2013-12-31$18,709
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$110,842
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$1,370,623
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,272,386
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,901,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,894,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,680,464
Value of interest in pooled separate accounts at end of year2013-12-31$377,434
Value of interest in pooled separate accounts at beginning of year2013-12-31$341,478
Interest earned on other investments2013-12-31$55,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,980,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,861,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,086,486
Net investment gain/loss from pooled separate accounts2013-12-31$31,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$494,374
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,322,058
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$536,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$536,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$659,496
Value of total assets at end of year2012-12-31$6,901,763
Value of total assets at beginning of year2012-12-31$6,116,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$52,496
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,430
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$570,247
Participant contributions at end of year2012-12-31$18,709
Participant contributions at beginning of year2012-12-31$19,299
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$89,249
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$785,064
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,901,763
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,116,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,680,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,075,805
Value of interest in pooled separate accounts at end of year2012-12-31$341,478
Value of interest in pooled separate accounts at beginning of year2012-12-31$280,779
Interest earned on other investments2012-12-31$52,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,861,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,740,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$572,856
Net investment gain/loss from pooled separate accounts2012-12-31$29,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$536,994
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$695,700
Total of all expenses incurred2011-12-31$598,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$598,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$675,176
Value of total assets at end of year2011-12-31$6,116,699
Value of total assets at beginning of year2011-12-31$6,019,226
Total interest from all sources2011-12-31$56,372
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$675,176
Participant contributions at end of year2011-12-31$19,299
Participant contributions at beginning of year2011-12-31$22,652
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$97,473
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,116,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,019,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,075,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,739,813
Value of interest in pooled separate accounts at end of year2011-12-31$280,779
Value of interest in pooled separate accounts at beginning of year2011-12-31$268,804
Interest earned on other investments2011-12-31$56,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$502,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$502,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,740,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,485,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-68,381
Net investment gain/loss from pooled separate accounts2011-12-31$32,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$598,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,132,632
Total of all expenses incurred2010-12-31$462,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$462,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$612,630
Value of total assets at end of year2010-12-31$6,019,226
Value of total assets at beginning of year2010-12-31$5,349,404
Total interest from all sources2010-12-31$46,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$612,630
Participant contributions at end of year2010-12-31$22,652
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$669,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,019,226
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,349,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,739,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,034,691
Value of interest in pooled separate accounts at end of year2010-12-31$268,804
Value of interest in pooled separate accounts at beginning of year2010-12-31$253,604
Interest earned on other investments2010-12-31$46,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$502,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$527,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$527,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,485,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,533,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$441,038
Net investment gain/loss from pooled separate accounts2010-12-31$32,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$462,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLACKMAN KALLICK, LLP
Accountancy firm EIN2010-12-31363468829

Form 5500 Responses for AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN

2022: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) 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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01This submission is the final filingNo
2007: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01This submission is the final filingNo
2006: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01This submission is the final filingNo
2005: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01This submission is the final filingNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered153
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered158
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered166
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered170
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INVESTMENT
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered186
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered191
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered179
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered175
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered171
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346302
Policy instance 1
Insurance contract or identification number346302
Number of Individuals Covered209
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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