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ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 401k Plan overview

Plan NameILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN
Plan identification number 007

ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ILLINOIS EDUCATION ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:ILLINOIS EDUCATION ASSOCIATION
Employer identification number (EIN):370343490
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01ANTHONY JEFFRIES2023-10-11 JAMIE SCHUMACHER2023-10-11
0072021-01-01ANTHONY JEFFRIES2022-10-12 JAMIE SCHUMACHER2022-10-12
0072020-01-01ANTHONY JEFFRIES2021-07-28 JAMIE SCHUMACHER2021-07-28
0072019-01-01ANTHONY JEFFRIES2020-10-14 JAMIE SCHUMACHER2020-10-14
0072018-01-01ANTHONY JEFFRIES2019-10-14 JAMIE SCHUMACHER2019-10-14
0072017-01-01ANTHONY JEFFRIES2018-10-12 JAMIE SCHUMACHER2018-10-12
0072016-01-01ANTHONY JEFFRIES DOUG M. BARRINGER2017-10-10
0072015-01-01ANTHONY JEFFRIES DOUG M. BARRINGER2016-09-28
0072014-01-01DEBRA L. KNOX DOUG M. BARRINGER2015-10-09
0072013-01-01DEBRA L. KNOX DOUGLAS M. BARRINGER2014-10-07
0072012-01-01DEBRA L. KNOX DEBRA L. KNOX2013-06-25
0072011-01-01DEBRA KNOX
0072010-01-01DEBRA KNOX
0072009-01-01DEBRA KNOX

Plan Statistics for ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN

401k plan membership statisitcs for ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN

Measure Date Value
2016: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN

Measure Date Value
2016 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$403,618
Expenses. Total of all expenses incurred2016-12-31$113,532
Benefits paid (including direct rollovers)2016-12-31$110,500
Total plan assets at end of year2016-12-31$3,100,290
Total plan assets at beginning of year2016-12-31$2,810,204
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$184,522
Expenses. Other expenses not covered elsewhere2016-12-31$3,032
Other income received2016-12-31$219,096
Net income (gross income less expenses)2016-12-31$290,086
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,100,290
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,810,204
Assets. Value of participant loans2016-12-31$29,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$141,034
Expenses. Total of all expenses incurred2015-12-31$280,946
Benefits paid (including direct rollovers)2015-12-31$278,155
Total plan assets at end of year2015-12-31$2,810,204
Total plan assets at beginning of year2015-12-31$2,950,116
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$165,531
Expenses. Other expenses not covered elsewhere2015-12-31$2,791
Other income received2015-12-31$-24,497
Net income (gross income less expenses)2015-12-31$-139,912
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,810,204
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,950,116
Assets. Value of participant loans2015-12-31$39,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$283,630
Expenses. Total of all expenses incurred2014-12-31$3,389
Total plan assets at end of year2014-12-31$2,950,116
Total plan assets at beginning of year2014-12-31$2,669,875
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$151,033
Expenses. Other expenses not covered elsewhere2014-12-31$2,896
Other income received2014-12-31$132,597
Net income (gross income less expenses)2014-12-31$280,241
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,950,116
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,669,875
Assets. Value of participant loans2014-12-31$22,905
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$493
2013 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$133
Total income from all sources2013-12-31$584,356
Expenses. Total of all expenses incurred2013-12-31$87,465
Benefits paid (including direct rollovers)2013-12-31$85,000
Total plan assets at end of year2013-12-31$2,669,875
Total plan assets at beginning of year2013-12-31$2,172,851
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$172,878
Expenses. Other expenses not covered elsewhere2013-12-31$2,461
Other income received2013-12-31$411,478
Net income (gross income less expenses)2013-12-31$496,891
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,669,875
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,172,851
Assets. Value of participant loans2013-12-31$2,656
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$438,478
Expenses. Total of all expenses incurred2012-12-31$2,029
Total plan assets at end of year2012-12-31$2,172,851
Total plan assets at beginning of year2012-12-31$1,736,402
Value of fidelity bond covering the plan2012-12-31$3,000,000
Total contributions received or receivable from participants2012-12-31$172,914
Expenses. Other expenses not covered elsewhere2012-12-31$2,029
Other income received2012-12-31$265,564
Net income (gross income less expenses)2012-12-31$436,449
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,172,851
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,736,402
Assets. Value of participant loans2012-12-31$7,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$278,800
Expenses. Total of all expenses incurred2011-12-31$122,677
Benefits paid (including direct rollovers)2011-12-31$120,932
Total plan assets at end of year2011-12-31$1,736,402
Total plan assets at beginning of year2011-12-31$1,580,279
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$182,312
Other income received2011-12-31$96,488
Net income (gross income less expenses)2011-12-31$156,123
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,736,402
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,580,279
Assets. Value of participant loans2011-12-31$11,378
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$419,105
Expenses. Total of all expenses incurred2010-12-31$443,730
Benefits paid (including direct rollovers)2010-12-31$442,165
Total plan assets at end of year2010-12-31$1,580,279
Total plan assets at beginning of year2010-12-31$1,604,904
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$193,905
Expenses. Other expenses not covered elsewhere2010-12-31$1,565
Other income received2010-12-31$224,450
Net income (gross income less expenses)2010-12-31$-24,625
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,580,279
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,604,904
Assets. Value of participant loans2010-12-31$15,469
Total contributions received or receivable from employer(s)2010-12-31$750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN

2016: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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