?>
Logo

MACMURRAY COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameMACMURRAY COLLEGE RETIREMENT PLAN
Plan identification number 001

MACMURRAY COLLEGE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

MACMURRAY COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:MACMURRAY COLLEGE
Employer identification number (EIN):370661217
NAIC Classification:611000

Additional information about MACMURRAY COLLEGE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0185095

More information about MACMURRAY COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACMURRAY COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01KIMBERLY STREIB KIMBERLY STREIB2019-07-17
0012017-01-01KIMBERLY STREIB
0012016-01-01KIMBERLY STREIB KIMBERLY STREIB2017-07-28
0012015-01-01KIMBERLY STREIB KIMBERLY STREIB2016-08-01
0012014-01-01KIMBERLY STREIB KIMBERLY STREIB2015-07-30
0012013-01-01ANDREW SIDOCK ANDREW SIDOCK2014-07-18
0012012-01-01JACKIE LOOSER
0012011-01-01JACKIE LOOSER
0012010-01-01JACKIE LOOSER
0012009-01-01DAVID MCCONNELL

Plan Statistics for MACMURRAY COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for MACMURRAY COLLEGE RETIREMENT PLAN

Measure Date Value
2020: MACMURRAY COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01462
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MACMURRAY COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01461
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01343
Total of all active and inactive participants2019-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01458
Number of participants with account balances2019-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MACMURRAY COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01472
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01343
Total of all active and inactive participants2018-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01461
Number of participants with account balances2018-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MACMURRAY COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01484
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01356
Total of all active and inactive participants2017-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01472
Number of participants with account balances2017-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MACMURRAY COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01486
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01364
Total of all active and inactive participants2016-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01483
Number of participants with account balances2016-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MACMURRAY COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01491
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01385
Total of all active and inactive participants2015-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01484
Number of participants with account balances2015-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MACMURRAY COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01496
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01477
Total of all active and inactive participants2014-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01574
Number of participants with account balances2014-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MACMURRAY COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01508
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01375
Total of all active and inactive participants2013-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01506
Number of participants with account balances2013-01-01484
2012: MACMURRAY COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01565
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01379
Total of all active and inactive participants2012-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01507
Number of participants with account balances2012-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MACMURRAY COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01554
Total number of active participants reported on line 7a of the Form 55002011-01-01412
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01568
Number of participants with account balances2011-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MACMURRAY COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01516
Total number of active participants reported on line 7a of the Form 55002010-01-01356
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01149
Total of all active and inactive participants2010-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01505
Number of participants with account balances2010-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MACMURRAY COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01521
Total number of active participants reported on line 7a of the Form 55002009-01-01413
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01509
Number of participants with account balances2009-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MACMURRAY COLLEGE RETIREMENT PLAN

Measure Date Value
2020 : MACMURRAY COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-26$0
Total transfer of assets to this plan2020-05-26$0
Total transfer of assets from this plan2020-05-26$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-26$0
Total income from all sources (including contributions)2020-05-26$-343,706
Total loss/gain on sale of assets2020-05-26$0
Total of all expenses incurred2020-05-26$20,283,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-26$20,283,034
Expenses. Certain deemed distributions of participant loans2020-05-26$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-26$188,091
Value of total assets at end of year2020-05-26$0
Value of total assets at beginning of year2020-05-26$20,626,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-26$0
Total interest from all sources2020-05-26$133,003
Total dividends received (eg from common stock, registered investment company shares)2020-05-26$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-05-26$0
Total dividends received from registered investment company shares (eg mutual funds)2020-05-26$0
Was this plan covered by a fidelity bond2020-05-26Yes
Value of fidelity bond cover2020-05-26$1,000,000
If this is an individual account plan, was there a blackout period2020-05-26No
Were there any nonexempt tranactions with any party-in-interest2020-05-26No
Contributions received from participants2020-05-26$77,974
Participant contributions at end of year2020-05-26$0
Participant contributions at beginning of year2020-05-26$0
Assets. Other investments not covered elsewhere at end of year2020-05-26$0
Assets. Other investments not covered elsewhere at beginning of year2020-05-26$0
Income. Received or receivable in cash from other sources (including rollovers)2020-05-26$0
Other income not declared elsewhere2020-05-26$0
Administrative expenses (other) incurred2020-05-26$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-26No
Value of net income/loss2020-05-26$-20,626,740
Value of net assets at end of year (total assets less liabilities)2020-05-26$0
Value of net assets at beginning of year (total assets less liabilities)2020-05-26$20,626,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-26No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-26No
Were any leases to which the plan was party in default or uncollectible2020-05-26No
Investment advisory and management fees2020-05-26$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-26$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-26$12,442,203
Value of interest in pooled separate accounts at end of year2020-05-26$0
Value of interest in pooled separate accounts at beginning of year2020-05-26$348,203
Interest on participant loans2020-05-26$0
Interest earned on other investments2020-05-26$133,003
Value of interest in master investment trust accounts at end of year2020-05-26$0
Value of interest in master investment trust accounts at beginning of year2020-05-26$0
Value of interest in common/collective trusts at end of year2020-05-26$0
Value of interest in common/collective trusts at beginning of year2020-05-26$0
Assets. Value of investments in 103.12 investment entities at end of year2020-05-26$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-05-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-26$7,836,334
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-26$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-26$-660,720
Net investment gain/loss from pooled separate accounts2020-05-26$-4,080
Net investment gain or loss from common/collective trusts2020-05-26$0
Net gain/loss from 103.12 investment entities2020-05-26$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-26No
Was there a failure to transmit to the plan any participant contributions2020-05-26No
Has the plan failed to provide any benefit when due under the plan2020-05-26No
Contributions received in cash from employer2020-05-26$110,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-26$20,283,034
Contract administrator fees2020-05-26$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-26No
Did the plan have assets held for investment2020-05-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-26Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-26Yes
Opinion of an independent qualified public accountant for this plan2020-05-26Disclaimer
Accountancy firm name2020-05-26SIKICH LLP
Accountancy firm EIN2020-05-26363168081
2019 : MACMURRAY COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$3,293,888
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,476,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,476,614
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$452,556
Value of total assets at end of year2019-12-31$20,626,740
Value of total assets at beginning of year2019-12-31$18,809,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$329,151
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$185,876
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$7,129
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,881
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,817,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,626,740
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,809,466
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
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,442,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,393,961
Value of interest in pooled separate accounts at end of year2019-12-31$348,203
Value of interest in pooled separate accounts at beginning of year2019-12-31$341,277
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$329,151
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,836,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,056,879
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$17,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,493,693
Net investment gain/loss from pooled separate accounts2019-12-31$18,488
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Contributions received in cash from employer2019-12-31$249,799
Employer contributions (assets) at beginning of year2019-12-31$10,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,458,929
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : MACMURRAY COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,048,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,048,687
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$504,891
Value of total assets at end of year2018-12-31$18,809,466
Value of total assets at beginning of year2018-12-31$20,864,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$352,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$215,291
Participant contributions at end of year2018-12-31$7,129
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,907
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,055,209
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,809,466
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,864,675
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,393,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,107,166
Value of interest in pooled separate accounts at end of year2018-12-31$341,277
Value of interest in pooled separate accounts at beginning of year2018-12-31$435,607
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$352,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,056,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,321,902
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$196,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-883,670
Net investment gain/loss from pooled separate accounts2018-12-31$19,567
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$258,693
Employer contributions (assets) at end of year2018-12-31$10,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,852,056
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : MACMURRAY COLLEGE RETIREMENT 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$53,332
Total income from all sources (including contributions)2017-12-31$2,976,586
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,822,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,822,573
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$534,074
Value of total assets at end of year2017-12-31$20,864,675
Value of total assets at beginning of year2017-12-31$19,764,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$135
Total interest from all sources2017-12-31$353,243
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$217,156
Participant contributions at beginning of year2017-12-31$10,010
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$53,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,153,878
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,864,675
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,710,797
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$12,107,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,726,762
Value of interest in pooled separate accounts at end of year2017-12-31$435,607
Value of interest in pooled separate accounts at beginning of year2017-12-31$452,334
Interest earned on other investments2017-12-31$353,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,321,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,566,582
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$27,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,070,818
Net investment gain/loss from pooled separate accounts2017-12-31$18,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$238,500
Employer contributions (assets) at beginning of year2017-12-31$8,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,794,577
Contract administrator fees2017-12-31$135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : MACMURRAY COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,332
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$1,662,359
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,647,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,647,284
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$508,815
Value of total assets at end of year2016-12-31$19,764,129
Value of total assets at beginning of year2016-12-31$19,695,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$396,395
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$255,318
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$10,010
Participant contributions at beginning of year2016-12-31$10,622
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$53,332
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,075
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,710,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,695,722
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,726,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,519,077
Value of interest in pooled separate accounts at end of year2016-12-31$452,334
Value of interest in pooled separate accounts at beginning of year2016-12-31$489,041
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$396,395
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,566,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,669,017
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$135,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$734,362
Net investment gain/loss from pooled separate accounts2016-12-31$22,787
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Contributions received in cash from employer2016-12-31$217,600
Employer contributions (assets) at end of year2016-12-31$8,441
Employer contributions (assets) at beginning of year2016-12-31$7,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,511,868
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : MACMURRAY COLLEGE RETIREMENT 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$906,592
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,949,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,949,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$486,072
Value of total assets at end of year2015-12-31$19,695,722
Value of total assets at beginning of year2015-12-31$21,738,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$382,272
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$262,318
Participant contributions at end of year2015-12-31$10,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,042,975
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,695,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,738,697
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$10,519,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,269,160
Value of interest in pooled separate accounts at end of year2015-12-31$489,041
Value of interest in pooled separate accounts at beginning of year2015-12-31$456,369
Interest earned on other investments2015-12-31$382,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,669,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,001,399
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$235,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$3,787
Net investment gain/loss from pooled separate accounts2015-12-31$34,461
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
Contributions received in cash from employer2015-12-31$223,754
Employer contributions (assets) at end of year2015-12-31$7,965
Employer contributions (assets) at beginning of year2015-12-31$11,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,714,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : MACMURRAY COLLEGE RETIREMENT 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$1,676,056
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,176,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,176,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$457,808
Value of total assets at end of year2014-12-31$21,738,697
Value of total assets at beginning of year2014-12-31$21,239,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$397,207
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$228,240
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,226
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$499,290
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,738,697
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,239,407
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$12,269,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,763,485
Value of interest in pooled separate accounts at end of year2014-12-31$456,369
Value of interest in pooled separate accounts at beginning of year2014-12-31$429,453
Interest earned on other investments2014-12-31$397,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,001,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,046,469
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$91,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$769,738
Net investment gain/loss from pooled separate accounts2014-12-31$51,303
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
Contributions received in cash from employer2014-12-31$225,342
Employer contributions (assets) at end of year2014-12-31$11,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,084,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31SIKICH LLP
Accountancy firm EIN2014-12-31363168081
2013 : MACMURRAY COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$3,069,945
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,255,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,255,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$492,585
Value of total assets at end of year2013-12-31$21,239,407
Value of total assets at beginning of year2013-12-31$20,424,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$388,324
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$254,347
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,252
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$814,418
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,239,407
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,424,989
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$11,763,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,843,159
Value of interest in pooled separate accounts at end of year2013-12-31$429,453
Value of interest in pooled separate accounts at beginning of year2013-12-31$377,058
Interest earned on other investments2013-12-31$388,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,046,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,204,772
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$338,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,151,348
Net investment gain/loss from pooled separate accounts2013-12-31$37,688
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
Contributions received in cash from employer2013-12-31$226,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,916,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31SIKICH LLP
Accountancy firm EIN2013-12-31363168081
2012 : MACMURRAY COLLEGE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,201,473
Total of all expenses incurred2012-12-31$1,224,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,224,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$406,770
Value of total assets at end of year2012-12-31$20,424,989
Value of total assets at beginning of year2012-12-31$19,447,623
Total interest from all sources2012-12-31$372,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$227,654
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,844
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$977,366
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,424,989
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,447,623
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$10,843,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,981,507
Value of interest in pooled separate accounts at end of year2012-12-31$377,058
Value of interest in pooled separate accounts at beginning of year2012-12-31$325,393
Interest earned on other investments2012-12-31$372,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,204,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,140,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,388,121
Net investment gain/loss from pooled separate accounts2012-12-31$33,608
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
Contributions received in cash from employer2012-12-31$172,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,224,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SIKICH LLP
Accountancy firm EIN2012-12-31363168081
2011 : MACMURRAY COLLEGE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$519,674
Total of all expenses incurred2011-12-31$1,568,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,568,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$276,405
Value of total assets at end of year2011-12-31$19,447,623
Value of total assets at beginning of year2011-12-31$20,496,644
Total interest from all sources2011-12-31$292,792
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$81,333
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$180,595
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,049,021
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,447,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,496,644
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$9,981,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,031,524
Value of interest in pooled separate accounts at end of year2011-12-31$325,393
Value of interest in pooled separate accounts at beginning of year2011-12-31$322,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$292,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,140,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,142,490
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$64,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-169,385
Net investment gain/loss from pooled separate accounts2011-12-31$38,529
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
Contributions received in cash from employer2011-12-31$95,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,504,322
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 name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081
2010 : MACMURRAY COLLEGE RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$1,447,264
Total income from all sources (including contributions)2010-12-31$1,723,646
Total of all expenses incurred2010-12-31$1,036,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,036,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$168,766
Value of total assets at end of year2010-12-31$20,496,644
Value of total assets at beginning of year2010-12-31$18,362,205
Total interest from all sources2010-12-31$325,330
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$137,522
Participant contributions at beginning of year2010-12-31$9,857
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,857
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$687,174
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,496,644
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,362,205
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$11,031,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,561,059
Value of interest in pooled separate accounts at end of year2010-12-31$322,630
Value of interest in pooled separate accounts at beginning of year2010-12-31$272,656
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$325,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,142,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,518,633
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$17,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,193,014
Net investment gain/loss from pooled separate accounts2010-12-31$36,536
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
Contributions received in cash from employer2010-12-31$2,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,018,777
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 name2010-12-31SIKICH LLP
Accountancy firm EIN2010-12-31363168081

Form 5500 Responses for MACMURRAY COLLEGE RETIREMENT PLAN

2020: MACMURRAY COLLEGE RETIREMENT 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT 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: MACMURRAY COLLEGE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MACMURRAY COLLEGE RETIREMENT 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MACMURRAY COLLEGE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-05-26
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 number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered446
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered448
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 number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered458
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered466
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 number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered479
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered484
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
Total amount of commissions paid to insurance brokerUSD $15,488
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $527,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,488
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered487
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $105,022
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $645,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,504
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356743
Policy instance 1
Insurance contract or identification number356743
Number of Individuals Covered477
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number365743
Policy instance 1
Insurance contract or identification number365743
Number of Individuals Covered451
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 $90,050
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number365743
Policy instance 2
Insurance contract or identification number365743
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3