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Plan Name | NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN |
Plan identification number | 504 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | NORTHWESTERN HEALTH SCIENCES UNIVERSITY |
Employer identification number (EIN): | 410684657 |
NAIC Classification: | 611000 |
Additional information about NORTHWESTERN HEALTH SCIENCES UNIVERSITY
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2016-08-19 |
Company Identification Number: | F203660 |
Legal Registered Office Address: |
4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808 |
More information about NORTHWESTERN HEALTH SCIENCES UNIVERSITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
504 | 2022-01-01 | MARY GALE | 2023-09-28 | ||
504 | 2021-01-01 | MARY GALE | 2022-09-09 | ||
504 | 2020-01-01 | MARY GALE | 2021-09-28 | ||
504 | 2019-01-01 | MARY GALE | 2020-10-13 | ||
504 | 2018-01-01 | MARY GALE | 2019-09-24 | ||
504 | 2017-01-01 | MARY GALE | 2018-10-15 | ||
504 | 2016-01-01 | MARY GALE | |||
504 | 2015-01-01 | MARY GALE | |||
504 | 2015-01-01 | MARY GALE | 2016-07-20 | ||
504 | 2014-01-01 | MARY GALE | |||
504 | 2013-01-01 | DEBORAH HOGENSON | DEBORAH HOGENSON | 2014-10-15 | |
504 | 2012-01-01 | DEBORAH HOGENSON | DEBORAH HOGENSON | 2013-10-10 | |
504 | 2011-01-01 | DEBORAH HOGENSON | |||
504 | 2010-01-01 | DEBORAH HOGENSON | |||
504 | 2009-01-01 | DEBORAH HOGENSON | |||
504 | 2009-01-01 | DEBORAH HOGENSON |
Measure | Date | Value |
---|---|---|
2016: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 160 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 235 |
2015: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 304 |
2014: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 265 |
2013: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 293 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 95 |
Total of all active and inactive participants | 2013-01-01 | 304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 307 |
2012: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 98 |
Total of all active and inactive participants | 2012-01-01 | 309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 311 |
2011: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 210 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 93 |
Total of all active and inactive participants | 2011-01-01 | 303 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 305 |
2010: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 235 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 40 |
Total of all active and inactive participants | 2010-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 277 |
2009: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 256 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 54 |
Total of all active and inactive participants | 2009-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 269 |
Measure | Date | Value |
---|---|---|
2016 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,696 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $170,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $160,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $638,054 |
Value of total assets at beginning of year | 2016-12-31 | $801,482 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,699 |
Total interest from all sources | 2016-12-31 | $432 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,024 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,024 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-163,428 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $638,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $801,482 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $9,699 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $142,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $161,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $495,912 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $640,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $640,340 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,240 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $160,425 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $187,563 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $191,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $184,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $189,700 |
Value of total assets at end of year | 2015-12-31 | $801,482 |
Value of total assets at beginning of year | 2015-12-31 | $805,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,871 |
Total interest from all sources | 2015-12-31 | $430 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,847 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,847 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,041 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $801,482 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $805,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $161,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $135,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $640,340 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $670,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $670,168 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $430 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-6,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $189,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $184,733 |
Contract administrator fees | 2015-12-31 | $6,871 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $227,711 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $173,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $169,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $221,033 |
Value of total assets at end of year | 2014-12-31 | $805,523 |
Value of total assets at beginning of year | 2014-12-31 | $751,573 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,264 |
Total interest from all sources | 2014-12-31 | $225 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $5,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $5,172 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $53,950 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $805,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $751,573 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $4,264 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $135,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $98,174 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $670,168 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $653,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $653,399 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $225 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $221,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $169,497 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $249,063 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $142,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $139,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $236,416 |
Value of total assets at end of year | 2013-12-31 | $751,573 |
Value of total assets at beginning of year | 2013-12-31 | $644,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,731 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $106,656 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $751,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $644,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $98,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $51,725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $653,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $593,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $593,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $12,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $236,416 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $139,676 |
Contract administrator fees | 2013-12-31 | $2,731 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLENN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $220,060 |
Total of all expenses incurred | 2012-12-31 | $197,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $195,227 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $214,217 |
Value of total assets at end of year | 2012-12-31 | $644,917 |
Value of total assets at beginning of year | 2012-12-31 | $622,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $22,698 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $644,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $622,219 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $51,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $44,041 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $593,192 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $578,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $578,178 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $214,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $195,227 |
Contract administrator fees | 2012-12-31 | $2,135 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $219,930 |
Total of all expenses incurred | 2011-12-31 | $182,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $181,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $214,984 |
Value of total assets at end of year | 2011-12-31 | $622,219 |
Value of total assets at beginning of year | 2011-12-31 | $584,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $814 |
Total interest from all sources | 2011-12-31 | $3,658 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $1,315 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $37,817 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $622,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $584,402 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $44,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $578,178 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $558,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $558,344 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,658 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-27 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $214,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $181,299 |
Contract administrator fees | 2011-12-31 | $814 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $225,178 |
Total of all expenses incurred | 2010-12-31 | $147,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $146,603 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $216,184 |
Value of total assets at end of year | 2010-12-31 | $584,402 |
Value of total assets at beginning of year | 2010-12-31 | $506,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $794 |
Total interest from all sources | 2010-12-31 | $5,970 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $77,781 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $584,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $506,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $26,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,885 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $558,344 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $485,543 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $485,543 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,970 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,024 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $216,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $146,603 |
Contract administrator fees | 2010-12-31 | $794 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2016: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NORTHWESTERN HEALTH SCIENCES UNIVERSITY VEBA HEALTH SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |