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WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 401k Plan overview

Plan NameWISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN
Plan identification number 502

WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

WISCONSIN FINANCIAL INSTITUTIONS GROUP LIFE INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN FINANCIAL INSTITUTIONS GROUP LIFE INSURANCE TRUST
Employer identification number (EIN):391275497
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022020-01-01JOHN E TALSKY2021-07-13 JOHN E TALSKY2021-07-13
5022019-01-01JOHN E TALSKY2020-07-27 JOHN E TALSKY2020-07-27
5022018-01-01JOHN E TALSKY2019-07-25 JOHN E TALSKY2019-07-25
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01STEPHEN W JOHNSON
5022011-01-01STEPHEN W JOHNSON
5022010-01-01STEPHEN W JOHNSON STEPHEN W JOHNSON2011-07-12
5022009-01-01STEPHEN W JOHNSON STEPHEN W JOHNSON2010-07-24

Financial Data on WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN

Measure Date Value
2020 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39
Total of all expenses incurred2020-12-31$104
Value of total assets at end of year2020-12-31$39
Value of total assets at beginning of year2020-12-31$104
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$39
Administrative expenses (other) incurred2020-12-31$104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-104
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JANKINS JABLONSKI LLC
Accountancy firm EIN2020-12-31464382120
2019 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2019 401k financial data
Value of total assets at end of year2019-12-31$104
Value of total assets at beginning of year2019-12-31$104
Was this plan covered by a fidelity bond2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net assets at end of year (total assets less liabilities)2019-12-31$104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JANKINS JABLONSKI LLC
Accountancy firm EIN2019-12-31464382120
2018 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2018 401k financial data
Value of total assets at end of year2018-12-31$104
Value of total assets at beginning of year2018-12-31$104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net assets at end of year (total assets less liabilities)2018-12-31$104
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JANKINS JABLONSKI LLC
Accountancy firm EIN2018-12-31464382120
2017 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2017 401k financial data
Value of total assets at end of year2017-12-31$104
Value of total assets at beginning of year2017-12-31$104
Was this plan covered by a fidelity bond2017-12-31Yes
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net assets at end of year (total assets less liabilities)2017-12-31$104
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JANKINS JABLONSKI LLC
Accountancy firm EIN2017-12-31464382120
2016 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2016 401k financial data
Value of total assets at end of year2016-12-31$104
Value of total assets at beginning of year2016-12-31$104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net assets at end of year (total assets less liabilities)2016-12-31$104
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JANKINS JABLONSKI LLC
Accountancy firm EIN2016-12-31464382120
2015 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2015 401k financial data
Value of total assets at end of year2015-12-31$104
Value of total assets at beginning of year2015-12-31$104
Was this plan covered by a fidelity bond2015-12-31Yes
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net assets at end of year (total assets less liabilities)2015-12-31$104
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31THOMAS J ADAMSKI CPA
Accountancy firm EIN2015-12-31391342955
2014 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1
Total of all expenses incurred2014-12-31$2,150
Value of total assets at end of year2014-12-31$104
Value of total assets at beginning of year2014-12-31$2,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,150
Total interest from all sources2014-12-31$1
Was this plan covered by a fidelity bond2014-12-31Yes
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,149
Value of net assets at end of year (total assets less liabilities)2014-12-31$104
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31THOMAS J ADAMSKI CPA
Accountancy firm EIN2014-12-31391342955
2013 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4
Total of all expenses incurred2013-12-31$1,800
Value of total assets at end of year2013-12-31$2,253
Value of total assets at beginning of year2013-12-31$4,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,800
Total interest from all sources2013-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,796
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,253
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31THOMAS J ADAMSKI, CPA
Accountancy firm EIN2013-12-31391342955
2012 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8
Total of all expenses incurred2012-12-31$3,300
Value of total assets at end of year2012-12-31$4,049
Value of total assets at beginning of year2012-12-31$7,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,300
Total interest from all sources2012-12-31$8
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$3,300
Value of net income/loss2012-12-31$-3,292
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,049
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,341
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31THOMAS J ADAMSKI CPA
Accountancy firm EIN2012-12-31391342955
2011 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$15
Total of all expenses incurred2011-12-31$32
Value of total assets at end of year2011-12-31$7,341
Value of total assets at beginning of year2011-12-31$7,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32
Total interest from all sources2011-12-31$15
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$32
Value of net income/loss2011-12-31$-17
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,341
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,358
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31THOMAS J ADAMSKI CPA
Accountancy firm EIN2011-12-31391342955
2010 : WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$119,017
Total income from all sources (including contributions)2010-12-31$218
Total of all expenses incurred2010-12-31$119,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$119,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$79
Value of total assets at end of year2010-12-31$7,358
Value of total assets at beginning of year2010-12-31$126,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26
Total interest from all sources2010-12-31$139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$119,017
Administrative expenses (other) incurred2010-12-31$26
Value of net income/loss2010-12-31$-118,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,358
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,246
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$126,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$126,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$139
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$119,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31THOMAS J ADAMSKI CPA
Accountancy firm EIN2010-12-31391342955

Form 5500 Responses for WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN

2020: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WISCONSIN FINANCIAL INSTITUTIONS DISABILITY INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberVARIOUS
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberVARIOUS
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberVARIOUS
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberVARIOUS
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number00167050
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number00167050
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number00167050
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number00167050
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number00167050
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number00167050
Policy instance 1

Potentially related plans

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