?>
Logo

CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 401k Plan overview

Plan NameCMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN
Plan identification number 001

CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • 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

SAGINAW COOPERATIVE HOSPITALS, INC. DBA CMU MEDICAL EDUCATION PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:SAGINAW COOPERATIVE HOSPITALS, INC. DBA CMU MEDICAL EDUCATION PARTNERS
Employer identification number (EIN):381870664
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about SAGINAW COOPERATIVE HOSPITALS, INC. DBA CMU MEDICAL EDUCATION PARTNERS

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 792051
Legal Registered Office Address: 1000 HOUGHTON AVE. SUITE 1000 SAGINAW


United States of America (USA)
48602

More information about SAGINAW COOPERATIVE HOSPITALS, INC. DBA CMU MEDICAL EDUCATION PARTNERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01SAMUEL SHAHEEN2021-04-14
0012018-07-01SAMUEL SHAHEEN2020-07-14
0012017-07-01
0012016-07-01J.D. MCBRAYER J.D. MCBRAYER2018-04-11
0012015-07-01J.D. MCBRAYER J.D. MCBRAYER2017-04-13
0012015-07-01J.D. MCBRAYER J.D. MCBRAYER2017-06-28
0012014-07-01J.D. MCBRAYER J.D. MCBRAYER2016-04-11
0012013-07-01J.D. MCBRAYER J.D. MCBRAYER2015-04-14
0012012-07-01J.D. MCBRAYER J.D. MCBRAYER2014-04-15
0012011-07-01J.D. MCBRAYER J.D. MCBRAYER2013-04-12
0012010-07-01J.D. MCBRAYER J.D. MCBRAYER2012-04-05
0012009-07-01J.D. MCBRAYER J.D. MCBRAYER2011-03-29

Plan Statistics for CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN

401k plan membership statisitcs for CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN

Measure Date Value
2021: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01609
Total number of active participants reported on line 7a of the Form 55002021-07-01292
Number of retired or separated participants receiving benefits2021-07-016
Number of other retired or separated participants entitled to future benefits2021-07-01318
Total of all active and inactive participants2021-07-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01616
Number of participants with account balances2021-07-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0179
2020: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01520
Total number of active participants reported on line 7a of the Form 55002020-07-01264
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01289
Total of all active and inactive participants2020-07-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01555
Number of participants with account balances2020-07-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0153
2019: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01506
Total number of active participants reported on line 7a of the Form 55002019-07-01264
Number of retired or separated participants receiving benefits2019-07-019
Number of other retired or separated participants entitled to future benefits2019-07-01198
Total of all active and inactive participants2019-07-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01471
Number of participants with account balances2019-07-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0164
2018: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01532
Total number of active participants reported on line 7a of the Form 55002018-07-01236
Number of retired or separated participants receiving benefits2018-07-01111
Number of other retired or separated participants entitled to future benefits2018-07-01101
Total of all active and inactive participants2018-07-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01448
Number of participants with account balances2018-07-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0110
2017: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01441
Total number of active participants reported on line 7a of the Form 55002017-07-01173
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01310
Total of all active and inactive participants2017-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01483
Number of participants with account balances2017-07-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01422
Total number of active participants reported on line 7a of the Form 55002016-07-01174
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01267
Total of all active and inactive participants2016-07-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01441
Number of participants with account balances2016-07-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01394
Total number of active participants reported on line 7a of the Form 55002015-07-01173
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01248
Total of all active and inactive participants2015-07-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01422
Number of participants with account balances2015-07-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01369
Total number of active participants reported on line 7a of the Form 55002014-07-01177
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01217
Total of all active and inactive participants2014-07-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01394
Number of participants with account balances2014-07-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01315
Total number of active participants reported on line 7a of the Form 55002013-07-01182
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01187
Total of all active and inactive participants2013-07-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01369
Number of participants with account balances2013-07-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01311
Total number of active participants reported on line 7a of the Form 55002012-07-01178
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01137
Total of all active and inactive participants2012-07-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01315
Number of participants with account balances2012-07-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01312
Total number of active participants reported on line 7a of the Form 55002011-07-01149
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01162
Total of all active and inactive participants2011-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01311
Number of participants with account balances2011-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0141
2010: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01309
Total number of active participants reported on line 7a of the Form 55002010-07-01214
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0198
Total of all active and inactive participants2010-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01312
Number of participants with account balances2010-07-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0126
2009: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01290
Total number of active participants reported on line 7a of the Form 55002009-07-01208
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01101
Total of all active and inactive participants2009-07-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01309
Number of participants with account balances2009-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0129

Financial Data on CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN

Measure Date Value
2022 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-487,298
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$591,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$554,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$850,135
Value of total assets at end of year2022-06-30$8,011,109
Value of total assets at beginning of year2022-06-30$9,090,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$37,423
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$378,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$378,959
Administrative expenses professional fees incurred2022-06-30$2,064
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,079,266
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,011,109
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,090,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$12,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,797,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,674,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$213,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$415,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,716,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$850,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$554,545
Contract administrator fees2022-06-30$22,959
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2022-06-30383133379
2021 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,576,025
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$262,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$217,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$677,902
Value of total assets at end of year2021-06-30$9,090,375
Value of total assets at beginning of year2021-06-30$6,776,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$45,044
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$214,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$214,800
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,313,384
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,090,375
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,776,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,674,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,152,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$415,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$624,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,683,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$677,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$217,597
Contract administrator fees2021-06-30$45,044
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2021-06-30383133379
2020 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$429,964
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$346,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$317,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$222,739
Value of total assets at end of year2020-06-30$6,776,991
Value of total assets at beginning of year2020-06-30$6,693,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$28,305
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$157,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$157,036
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$83,732
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,776,991
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,693,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,152,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,442,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$624,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$850,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$50,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$222,739
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$397,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$317,927
Contract administrator fees2020-06-30$28,305
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2020-06-30383133379
2019 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,118,870
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,051,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,017,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$740,908
Value of total assets at end of year2019-06-30$6,693,259
Value of total assets at beginning of year2019-06-30$6,626,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$34,124
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$214,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$214,611
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$66,951
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,693,259
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,626,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,442,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,073,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$24,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$24,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$850,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,528,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$163,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$740,908
Employer contributions (assets) at end of year2019-06-30$397,460
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,017,795
Contract administrator fees2019-06-30$34,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2019-06-30383133379
2018 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,079,897
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$242,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$234,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$573,057
Value of total assets at end of year2018-06-30$6,626,308
Value of total assets at beginning of year2018-06-30$5,788,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,905
Total interest from all sources2018-06-30$36,076
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30No
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$7,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$837,370
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,626,308
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,788,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,073,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,358,437
Interest earned on other investments2018-06-30$35,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$24,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$21,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$21,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,528,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,408,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$470,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$573,057
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$234,622
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2018-06-30383133379
2017 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,099,376
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$460,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$454,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$502,928
Value of total assets at end of year2017-06-30$5,788,938
Value of total assets at beginning of year2017-06-30$5,150,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$6,779
Total interest from all sources2017-06-30$32,715
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30No
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,440
Administrative expenses (other) incurred2017-06-30$6,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$638,486
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,788,938
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,150,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,358,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,893,712
Interest earned on other investments2017-06-30$32,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$21,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$28,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$28,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,408,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,201,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$563,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$500,488
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$25,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$454,111
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2017-06-30383133379
2016 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,278
Total income from all sources (including contributions)2016-06-30$454,978
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$513,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$506,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$511,335
Value of total assets at end of year2016-06-30$5,150,452
Value of total assets at beginning of year2016-06-30$5,214,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,547
Total interest from all sources2016-06-30$29,964
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$6,278
Administrative expenses (other) incurred2016-06-30$6,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-58,206
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,150,452
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,208,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,893,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,014,275
Interest earned on other investments2016-06-30$29,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$28,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$13,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$13,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,201,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,186,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-86,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$511,335
Employer contributions (assets) at end of year2016-06-30$25,797
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$506,637
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2016-06-30383133379
2015 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$6,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$720,428
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$809,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$802,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$568,267
Value of total assets at end of year2015-06-30$5,214,936
Value of total assets at beginning of year2015-06-30$5,297,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,888
Total interest from all sources2015-06-30$31,868
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$6,278
Administrative expenses (other) incurred2015-06-30$6,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-88,861
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,208,658
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,297,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,014,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,056,775
Interest earned on other investments2015-06-30$31,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$13,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$28,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$28,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,186,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,212,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$120,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$568,267
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$802,401
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2015-06-30383133379
2014 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,223,887
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$802,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$796,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$521,056
Value of total assets at end of year2014-06-30$5,297,519
Value of total assets at beginning of year2014-06-30$4,876,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,767
Total interest from all sources2014-06-30$35,511
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$6,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$421,030
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,297,519
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,876,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,056,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,236,132
Interest earned on other investments2014-06-30$35,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$28,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$17,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$17,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,212,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,605,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$667,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$521,056
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$17,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$796,090
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2014-06-30383133379
2013 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$885,887
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$527,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$521,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$398,492
Value of total assets at end of year2013-06-30$4,876,489
Value of total assets at beginning of year2013-06-30$4,518,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,130
Total interest from all sources2013-06-30$43,880
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$6,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$358,390
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,876,489
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,518,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,236,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,822,419
Interest earned on other investments2013-06-30$43,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$17,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$24,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$24,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,605,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,655,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$443,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$398,492
Employer contributions (assets) at end of year2013-06-30$17,410
Employer contributions (assets) at beginning of year2013-06-30$16,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$521,367
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2013-06-30383133379
2012 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$442,538
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$721,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$721,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$487,813
Value of total assets at end of year2012-06-30$4,518,099
Value of total assets at beginning of year2012-06-30$4,797,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$51,101
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-278,981
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,518,099
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,797,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,822,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,191,043
Interest earned on other investments2012-06-30$51,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$24,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,655,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,605,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-96,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$487,813
Employer contributions (assets) at end of year2012-06-30$16,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$721,519
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2012-06-30383133379
2011 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,314,428
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$620,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$613,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$518,983
Value of total assets at end of year2011-06-30$4,797,080
Value of total assets at beginning of year2011-06-30$4,103,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,527
Total interest from all sources2011-06-30$54,258
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$7,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$693,663
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,797,080
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,103,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,191,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,527,652
Interest earned on other investments2011-06-30$54,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,605,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,575,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$741,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$518,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$613,238
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ANDREWS HOOPER & PAVLIK P.L.C.
Accountancy firm EIN2011-06-30383133379
2010 : CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN

2021: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: CMU MEDICAL EDUCATION PARTNERS EMPLOYEE PROFIT SHARING PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered194
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered198
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered202
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered213
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered483
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $8,975
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered422
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $7,214
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered394
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $9,271
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $8,434
Insurance broker organization code?3
Insurance broker nameMICHAEL J KAISER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered369
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,864
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $7,177
Insurance broker organization code?3
Insurance broker nameMICHAEL J KAISER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered315
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $6,503
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $5,939
Insurance broker organization code?3
Insurance broker nameMICHAEL J KAISER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered311
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,849
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54475
Policy instance 1
Insurance contract or identification number54475
Number of Individuals Covered312
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,262
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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

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