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AMHERST H. WILDER FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameAMHERST H. WILDER FOUNDATION 401(K) PLAN
Plan identification number 002

AMHERST H. WILDER FOUNDATION 401(K) PLAN Benefits

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

401k Sponsoring company profile

AMHERST H. WILDER FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:AMHERST H. WILDER FOUNDATION
Employer identification number (EIN):410693889
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMHERST H. WILDER FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JENNIFER HAWKINS JENNIFER HAWKINS2018-10-04
0022016-01-01JENNIFER HAWKINS JENNIFER HAWKINS2017-10-13
0022015-01-01JENNIFER HAWKINS JENNIFER HAWKINS2016-10-10
0022014-01-01JENNIFER HAWKINS JENNIFER2015-10-06
0022013-01-01JENNIFER HAWKINS JENNIFER HAWKINS2014-10-09
0022012-01-01JENNIFER HAWKINS JENNIFER HAWKINS2013-10-11
0022011-01-01JENNIFER HAWKINS JENNIFER HAWKINS2012-10-10
0022010-01-01JENNIFER HAWKINS JENNIFER HAWKINS2011-10-12
0022009-01-01JENNIFER HAWKINS JENNIFER HAWKINS2010-10-15

Plan Statistics for AMHERST H. WILDER FOUNDATION 401(K) PLAN

401k plan membership statisitcs for AMHERST H. WILDER FOUNDATION 401(K) PLAN

Measure Date Value
2022: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01657
Total number of active participants reported on line 7a of the Form 55002022-01-01421
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01670
Number of participants with account balances2022-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01627
Total number of active participants reported on line 7a of the Form 55002021-01-01413
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01236
Total of all active and inactive participants2021-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01651
Number of participants with account balances2021-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01658
Total number of active participants reported on line 7a of the Form 55002020-01-01412
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01211
Total of all active and inactive participants2020-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01624
Number of participants with account balances2020-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0151
2019: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01463
Total number of active participants reported on line 7a of the Form 55002019-01-01459
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01185
Total of all active and inactive participants2019-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01646
Number of participants with account balances2019-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0142
2018: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01558
Total number of active participants reported on line 7a of the Form 55002018-01-01457
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01598
Number of participants with account balances2018-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01526
Total number of active participants reported on line 7a of the Form 55002017-01-01394
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01151
Total of all active and inactive participants2017-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01553
Number of participants with account balances2017-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01384
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01522
Number of participants with account balances2016-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01516
Total number of active participants reported on line 7a of the Form 55002015-01-01394
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01128
Total of all active and inactive participants2015-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01525
Number of participants with account balances2015-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01517
Total number of active participants reported on line 7a of the Form 55002014-01-01373
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01137
Total of all active and inactive participants2014-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01513
Number of participants with account balances2014-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01518
Total number of active participants reported on line 7a of the Form 55002013-01-01378
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01134
Total of all active and inactive participants2013-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01512
Number of participants with account balances2013-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01509
Total number of active participants reported on line 7a of the Form 55002012-01-01376
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01517
Number of participants with account balances2012-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01594
Total number of active participants reported on line 7a of the Form 55002011-01-01365
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01506
Number of participants with account balances2011-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01644
Total number of active participants reported on line 7a of the Form 55002010-01-01364
Number of other retired or separated participants entitled to future benefits2010-01-01129
Total of all active and inactive participants2010-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01495
Number of participants with account balances2010-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01702
Total number of active participants reported on line 7a of the Form 55002009-01-01553
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0191
Total of all active and inactive participants2009-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01644
Number of participants with account balances2009-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on AMHERST H. WILDER FOUNDATION 401(K) PLAN

Measure Date Value
2022 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,988,344
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,572,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,530,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,097,770
Value of total assets at end of year2022-12-31$35,914,562
Value of total assets at beginning of year2022-12-31$45,475,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,663
Total interest from all sources2022-12-31$12,561
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,922,190
Participant contributions at end of year2022-12-31$330,142
Participant contributions at beginning of year2022-12-31$236,776
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$398,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,561,304
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,914,562
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,475,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in pooled separate accounts at end of year2022-12-31$35,584,420
Value of interest in pooled separate accounts at beginning of year2022-12-31$45,239,090
Interest on participant loans2022-12-31$12,561
Net investment gain/loss from pooled separate accounts2022-12-31$-8,098,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$777,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,530,297
Contract administrator fees2022-12-31$12,663
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,767,725
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,461,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,445,140
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,768,572
Value of total assets at end of year2021-12-31$45,475,866
Value of total assets at beginning of year2021-12-31$39,169,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,087
Total interest from all sources2021-12-31$11,576
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,768,303
Participant contributions at end of year2021-12-31$236,776
Participant contributions at beginning of year2021-12-31$196,273
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$243,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,306,498
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,475,866
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,169,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$45,239,090
Value of interest in pooled separate accounts at beginning of year2021-12-31$38,973,095
Interest on participant loans2021-12-31$11,576
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$5,987,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$756,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,445,140
Contract administrator fees2021-12-31$16,087
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,025,067
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,314,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,284,371
Expenses. Certain deemed distributions of participant loans2020-12-31$16,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,453,168
Value of total assets at end of year2020-12-31$39,169,368
Value of total assets at beginning of year2020-12-31$34,459,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,076
Total interest from all sources2020-12-31$18,881
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,698,121
Participant contributions at end of year2020-12-31$196,273
Participant contributions at beginning of year2020-12-31$372,348
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,990
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$4,710,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,169,368
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,459,093
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 pooled separate accounts at end of year2020-12-31$38,973,095
Value of interest in pooled separate accounts at beginning of year2020-12-31$34,086,745
Interest on participant loans2020-12-31$18,881
Net investment gain/loss from pooled separate accounts2020-12-31$5,553,018
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$717,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,284,371
Contract administrator fees2020-12-31$14,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,615,904
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,526,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,503,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,771,978
Value of total assets at end of year2019-12-31$34,459,093
Value of total assets at beginning of year2019-12-31$27,369,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,903
Total interest from all sources2019-12-31$21,465
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$978
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,797,874
Participant contributions at end of year2019-12-31$372,348
Participant contributions at beginning of year2019-12-31$379,572
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$135,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,089,859
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,459,093
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,369,234
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 in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,259,333
Value of interest in pooled separate accounts at end of year2019-12-31$34,086,745
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$21,465
Value of interest in common/collective trusts at beginning of year2019-12-31$19,401,557
Net investment gain/loss from pooled separate accounts2019-12-31$5,821,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$838,542
Employer contributions (assets) at beginning of year2019-12-31$328,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,503,142
Contract administrator fees2019-12-31$22,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,802,664
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,298,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,187,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,998,941
Value of total assets at end of year2018-12-31$27,369,234
Value of total assets at beginning of year2018-12-31$28,865,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$111,496
Total interest from all sources2018-12-31$18,921
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$91,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$91,959
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,650,774
Participant contributions at end of year2018-12-31$379,572
Participant contributions at beginning of year2018-12-31$397,289
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$303,353
Administrative expenses (other) incurred2018-12-31$111,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,495,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,369,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,865,083
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,259,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,933,779
Interest on participant loans2018-12-31$18,921
Value of interest in common/collective trusts at end of year2018-12-31$19,401,557
Value of interest in common/collective trusts at beginning of year2018-12-31$20,206,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-464,090
Net investment gain or loss from common/collective trusts2018-12-31$-843,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,044,814
Employer contributions (assets) at end of year2018-12-31$328,772
Employer contributions (assets) at beginning of year2018-12-31$327,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,187,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,822,396
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,943,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,833,953
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,572,224
Value of total assets at end of year2017-12-31$28,865,083
Value of total assets at beginning of year2017-12-31$24,985,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$112,209
Total interest from all sources2017-12-31$19,400
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$72,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$72,233
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,535,150
Participant contributions at end of year2017-12-31$397,289
Participant contributions at beginning of year2017-12-31$410,284
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,086
Administrative expenses (other) incurred2017-12-31$112,209
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 income/loss2017-12-31$3,879,111
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,865,083
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,985,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,933,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,071,891
Interest on participant loans2017-12-31$19,400
Value of interest in common/collective trusts at end of year2017-12-31$20,206,109
Value of interest in common/collective trusts at beginning of year2017-12-31$17,192,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,507,662
Net investment gain or loss from common/collective trusts2017-12-31$2,650,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,007,988
Employer contributions (assets) at end of year2017-12-31$327,906
Employer contributions (assets) at beginning of year2017-12-31$311,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,833,953
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2017-12-31410746749
2016 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$4,028,748
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,487,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,457,038
Expenses. Certain deemed distributions of participant loans2016-12-31$2,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,388,654
Value of total assets at end of year2016-12-31$24,985,972
Value of total assets at beginning of year2016-12-31$23,444,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,761
Total interest from all sources2016-12-31$18,544
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$98,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$98,409
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,447,009
Participant contributions at end of year2016-12-31$410,284
Participant contributions at beginning of year2016-12-31$448,801
Administrative expenses (other) incurred2016-12-31$27,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,541,072
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,985,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,444,900
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,071,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,500,384
Interest on participant loans2016-12-31$18,544
Value of interest in common/collective trusts at end of year2016-12-31$17,192,711
Value of interest in common/collective trusts at beginning of year2016-12-31$2,202,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,297,173
Net investment gain or loss from common/collective trusts2016-12-31$225,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$941,645
Employer contributions (assets) at end of year2016-12-31$311,086
Employer contributions (assets) at beginning of year2016-12-31$293,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,457,038
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,286,030
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,943,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,867,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,309,470
Value of total assets at end of year2015-12-31$23,444,900
Value of total assets at beginning of year2015-12-31$23,102,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,064
Total interest from all sources2015-12-31$20,686
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$201,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$201,371
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,434,435
Participant contributions at end of year2015-12-31$448,801
Participant contributions at beginning of year2015-12-31$449,743
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,411
Other income not declared elsewhere2015-12-31$369
Administrative expenses (other) incurred2015-12-31$76,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$342,398
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,444,900
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,102,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,500,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,968,212
Interest on participant loans2015-12-31$20,686
Value of interest in common/collective trusts at end of year2015-12-31$2,202,300
Value of interest in common/collective trusts at beginning of year2015-12-31$1,684,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-274,700
Net investment gain or loss from common/collective trusts2015-12-31$28,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$832,624
Employer contributions (assets) at end of year2015-12-31$293,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,867,568
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2015-12-31410746749
2014 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,361,704
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,284,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,284,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,043,961
Value of total assets at end of year2014-12-31$23,102,502
Value of total assets at beginning of year2014-12-31$21,025,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$19,409
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$241,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$241,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,315,899
Participant contributions at end of year2014-12-31$449,743
Participant contributions at beginning of year2014-12-31$402,155
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,451
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$2,077,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,102,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,025,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,968,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,951,010
Interest on participant loans2014-12-31$19,409
Value of interest in common/collective trusts at end of year2014-12-31$1,684,547
Value of interest in common/collective trusts at beginning of year2014-12-31$1,672,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,044,077
Net investment gain or loss from common/collective trusts2014-12-31$12,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$680,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,284,531
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$5,043,267
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,661,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,661,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,820,696
Value of total assets at end of year2013-12-31$21,025,329
Value of total assets at beginning of year2013-12-31$17,643,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$15,144
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$189,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$189,882
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,185,881
Participant contributions at end of year2013-12-31$402,155
Participant contributions at beginning of year2013-12-31$310,423
Participant contributions at beginning of year2013-12-31$314
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$70,278
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$3,382,160
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,025,329
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,643,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,951,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,922,320
Interest on participant loans2013-12-31$15,144
Value of interest in common/collective trusts at end of year2013-12-31$1,672,164
Value of interest in common/collective trusts at beginning of year2013-12-31$1,481,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,000,924
Net investment gain or loss from common/collective trusts2013-12-31$16,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$564,537
Employer contributions (assets) at beginning of year2013-12-31$929,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,661,107
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2013-12-31410746749
2012 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,538,618
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,332,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,332,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,944,753
Value of total assets at end of year2012-12-31$17,643,169
Value of total assets at beginning of year2012-12-31$14,437,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$14,497
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$219,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$219,498
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,108,668
Participant contributions at end of year2012-12-31$310,423
Participant contributions at beginning of year2012-12-31$232,507
Participant contributions at end of year2012-12-31$314
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$364,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,205,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,643,169
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,437,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,922,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,839,803
Interest on participant loans2012-12-31$14,497
Value of interest in common/collective trusts at end of year2012-12-31$1,481,078
Value of interest in common/collective trusts at beginning of year2012-12-31$1,449,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,339,231
Net investment gain or loss from common/collective trusts2012-12-31$20,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,471,695
Employer contributions (assets) at end of year2012-12-31$929,034
Employer contributions (assets) at beginning of year2012-12-31$915,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,332,716
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,325,353
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,886,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,885,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,535,568
Value of total assets at end of year2011-12-31$14,437,267
Value of total assets at beginning of year2011-12-31$13,998,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,300
Total interest from all sources2011-12-31$10,460
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$168,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$168,134
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,099,368
Participant contributions at end of year2011-12-31$232,507
Participant contributions at beginning of year2011-12-31$190,110
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,094
Administrative expenses (other) incurred2011-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$439,026
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,437,267
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,998,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,839,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,703,777
Interest on participant loans2011-12-31$10,460
Value of interest in common/collective trusts at end of year2011-12-31$1,449,194
Value of interest in common/collective trusts at beginning of year2011-12-31$1,021,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-411,355
Net investment gain or loss from common/collective trusts2011-12-31$22,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,427,106
Employer contributions (assets) at end of year2011-12-31$915,763
Employer contributions (assets) at beginning of year2011-12-31$1,082,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,885,027
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,379,901
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,244,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,242,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,894,236
Value of total assets at end of year2010-12-31$13,998,241
Value of total assets at beginning of year2010-12-31$11,863,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,500
Total interest from all sources2010-12-31$9,706
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$138,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$138,349
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,262,800
Participant contributions at end of year2010-12-31$190,110
Participant contributions at beginning of year2010-12-31$136,780
Participant contributions at beginning of year2010-12-31$50,037
Administrative expenses (other) incurred2010-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,135,095
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,998,241
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,863,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,703,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,542,670
Interest on participant loans2010-12-31$9,706
Value of interest in common/collective trusts at end of year2010-12-31$1,021,530
Value of interest in common/collective trusts at beginning of year2010-12-31$1,115,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,310,293
Net investment gain or loss from common/collective trusts2010-12-31$27,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,631,436
Employer contributions (assets) at end of year2010-12-31$1,082,824
Employer contributions (assets) at beginning of year2010-12-31$18,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,242,306
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : AMHERST H. WILDER FOUNDATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMHERST H. WILDER FOUNDATION 401(K) PLAN

2022: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMHERST H. WILDER FOUNDATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69577
Policy instance 1
Insurance contract or identification number69577
Number of Individuals Covered670
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69577
Policy instance 1
Insurance contract or identification number69577
Number of Individuals Covered651
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69577
Policy instance 1
Insurance contract or identification number69577
Number of Individuals Covered624
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69577
Policy instance 1
Insurance contract or identification number69577
Number of Individuals Covered646
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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