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WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameWMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE
Employer identification number (EIN):454135256
NAIC Classification:611000

Additional information about WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 71092L
Legal Registered Office Address: 1000 OAKLAND DR KALAMAZOO


United States of America (USA)
49008

More information about WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LORI A STRAUBE2023-12-11
0012021-07-01LORI A STRAUBE2023-01-12
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01LORI A STRAUBE
0012016-07-01LORI A STRAUBE
0012015-07-01THOMAS E ZAVITZ THOMAS E ZAVITZ2017-01-09
0012014-07-01THOMAS E ZAVITZ THOMAS E ZAVITZ2015-12-01
0012013-07-01THOMAS E ZAVITZ THOMAS E ZAVITZ2015-01-26
0012012-07-01THOMAS E ZAVITZ THOMAS E ZAVITZ2015-06-23

Plan Statistics for WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01980
Total number of active participants reported on line 7a of the Form 55002022-07-01748
Number of retired or separated participants receiving benefits2022-07-015
Number of other retired or separated participants entitled to future benefits2022-07-01253
Total of all active and inactive participants2022-07-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-011,007
Number of participants with account balances2022-07-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-01124
2021: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01976
Total number of active participants reported on line 7a of the Form 55002021-07-01734
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-01226
Total of all active and inactive participants2021-07-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01965
Number of participants with account balances2021-07-01964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01138
2020: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01936
Total number of active participants reported on line 7a of the Form 55002020-07-01662
Number of retired or separated participants receiving benefits2020-07-013
Number of other retired or separated participants entitled to future benefits2020-07-01221
Total of all active and inactive participants2020-07-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01887
Number of participants with account balances2020-07-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01121
2019: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01885
Total number of active participants reported on line 7a of the Form 55002019-07-01657
Number of retired or separated participants receiving benefits2019-07-014
Number of other retired or separated participants entitled to future benefits2019-07-01188
Total of all active and inactive participants2019-07-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01852
Number of participants with account balances2019-07-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0195
2018: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01837
Total number of active participants reported on line 7a of the Form 55002018-07-01686
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-01182
Total of all active and inactive participants2018-07-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01873
Number of participants with account balances2018-07-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01108
2017: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01836
Total number of active participants reported on line 7a of the Form 55002017-07-01607
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-01156
Total of all active and inactive participants2017-07-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01765
Number of participants with account balances2017-07-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0198
2016: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01780
Total number of active participants reported on line 7a of the Form 55002016-07-01602
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01161
Total of all active and inactive participants2016-07-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01763
Number of participants with account balances2016-07-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0191
2015: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01679
Total number of active participants reported on line 7a of the Form 55002015-07-01606
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01156
Total of all active and inactive participants2015-07-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01762
Number of participants with account balances2015-07-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0189
2014: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01626
Total number of active participants reported on line 7a of the Form 55002014-07-01523
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01121
Total of all active and inactive participants2014-07-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01644
Number of participants with account balances2014-07-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0168
2013: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01586
Total number of active participants reported on line 7a of the Form 55002013-07-01498
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01111
Total of all active and inactive participants2013-07-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01609
Number of participants with account balances2013-07-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0182
2012: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01516
Total number of active participants reported on line 7a of the Form 55002012-07-01473
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01103
Total of all active and inactive participants2012-07-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01576
Number of participants with account balances2012-07-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0162

Financial Data on WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$4,985,460
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$2,061,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,987,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,274,406
Value of total assets at end of year2023-06-30$25,287,927
Value of total assets at beginning of year2023-06-30$22,364,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$74,160
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,270,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,270,966
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$5,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$5,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,923,889
Value of net assets at end of year (total assets less liabilities)2023-06-30$25,287,927
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$22,364,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$74,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$24,744,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$21,819,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$537,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$457,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$457,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,440,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$2,274,406
Employer contributions (assets) at beginning of year2023-06-30$82,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,987,411
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2023-06-30381357951
2022 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,068,407
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,044,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,907,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,880,968
Value of total assets at end of year2022-06-30$22,364,038
Value of total assets at beginning of year2022-06-30$29,477,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$137,261
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,134,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,134,373
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$5,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$4,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-7,113,183
Value of net assets at end of year (total assets less liabilities)2022-06-30$22,364,038
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$29,477,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,819,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$28,985,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$457,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$487,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$487,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,083,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,880,968
Employer contributions (assets) at end of year2022-06-30$82,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,907,515
Contract administrator fees2022-06-30$137,261
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-06-30381357951
2021 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$9,364,951
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,280,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,176,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,152,976
Value of total assets at end of year2021-06-30$29,477,221
Value of total assets at beginning of year2021-06-30$22,392,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$104,358
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$791,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$791,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$4,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$2,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,084,559
Value of net assets at end of year (total assets less liabilities)2021-06-30$29,477,221
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$22,392,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$28,985,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$22,158,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$487,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$232,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$232,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,420,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,152,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,176,034
Contract administrator fees2021-06-30$104,358
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2021-06-30381357951
2020 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,647,959
Total income from all sources (including contributions)2020-06-30$2,647,959
Total loss/gain on sale of assets2020-06-30$0
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,338,939
Total of all expenses incurred2020-06-30$1,338,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,249,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,249,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,870,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,870,906
Value of total assets at end of year2020-06-30$22,392,662
Value of total assets at end of year2020-06-30$22,392,662
Value of total assets at beginning of year2020-06-30$21,083,642
Value of total assets at beginning of year2020-06-30$21,083,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$89,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$89,393
Total interest from all sources2020-06-30$0
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$853,117
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$853,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$853,117
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$853,117
Was this plan covered by a fidelity bond2020-06-30Yes
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$2,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$2,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,309,020
Value of net income/loss2020-06-30$1,309,020
Value of net assets at end of year (total assets less liabilities)2020-06-30$22,392,662
Value of net assets at end of year (total assets less liabilities)2020-06-30$22,392,662
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$21,083,642
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$21,083,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$22,158,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$22,158,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$21,066,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$21,066,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$232,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$232,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$14,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$14,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$14,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$14,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-76,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-76,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,870,906
Contributions received in cash from employer2020-06-30$1,870,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,249,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,249,546
Contract administrator fees2020-06-30$89,393
Contract administrator fees2020-06-30$89,393
Did the plan have assets held for investment2020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PLANTE & MORAN, PLLC
Accountancy firm name2020-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2020-06-30381357951
Accountancy firm EIN2020-06-30381357951
2019 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,420,822
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,083,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,003,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,796,015
Value of total assets at end of year2018-06-30$19,850,343
Value of total assets at beginning of year2018-06-30$18,512,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$79,623
Total interest from all sources2018-06-30$432
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$667,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$2,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$2,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,337,737
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,850,343
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,512,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$19,827,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$18,468,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$20,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$41,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$41,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$957,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,796,015
Income. Dividends from common stock2018-06-30$667,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,003,462
Contract administrator fees2018-06-30$79,623
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2018-06-30381357951
2017 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,120,523
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,331,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,260,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,732,092
Value of total assets at end of year2017-06-30$18,512,606
Value of total assets at beginning of year2017-06-30$16,723,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$71,381
Total interest from all sources2017-06-30$434
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$322,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$2,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$1,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,789,134
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,512,606
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,723,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$18,468,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$16,637,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$41,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$84,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$84,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,065,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,732,092
Income. Dividends from common stock2017-06-30$322,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,260,008
Contract administrator fees2017-06-30$71,381
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2017-06-30381357951
2016 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$1,048,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,586,811
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,348,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,284,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,507,091
Value of total assets at end of year2016-06-30$16,723,472
Value of total assets at beginning of year2016-06-30$15,436,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$64,309
Total interest from all sources2016-06-30$88
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$745,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$1,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$238,495
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,723,472
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$15,436,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$16,637,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,372,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$84,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$63,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$63,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-666,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,507,091
Income. Dividends from common stock2016-06-30$745,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,284,007
Contract administrator fees2016-06-30$64,309
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-06-30381357951
2015 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,657,386
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,432,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,369,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,201,257
Value of total assets at end of year2015-06-30$15,436,605
Value of total assets at beginning of year2015-06-30$15,212,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$63,156
Total interest from all sources2015-06-30$10
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$577,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$577,612
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$224,422
Value of net assets at end of year (total assets less liabilities)2015-06-30$15,436,605
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$15,212,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,372,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$15,109,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$63,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$100,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$100,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-121,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,201,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,369,808
Contract administrator fees2015-06-30$63,156
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2015-06-30381357951
2014 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,544,314
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$649,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$593,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,215,105
Value of total assets at end of year2014-06-30$15,212,183
Value of total assets at beginning of year2014-06-30$12,317,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$56,377
Total interest from all sources2014-06-30$12
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$385,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$385,218
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,894,699
Value of net assets at end of year (total assets less liabilities)2014-06-30$15,212,183
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$12,317,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$15,109,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$12,214,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$100,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$67,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$67,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,943,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,215,105
Employer contributions (assets) at beginning of year2014-06-30$34,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$593,238
Contract administrator fees2014-06-30$56,377
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2014-06-30381357951
2013 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,199,695
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,290,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,225,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,003,383
Value of total assets at end of year2013-06-30$12,317,484
Value of total assets at beginning of year2013-06-30$12,408,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$65,746
Total interest from all sources2013-06-30$259
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$358,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$358,818
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-91,080
Value of net assets at end of year (total assets less liabilities)2013-06-30$12,317,484
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$12,408,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$12,214,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$11,793,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$67,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$576,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$576,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$837,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,003,383
Employer contributions (assets) at end of year2013-06-30$34,305
Employer contributions (assets) at beginning of year2013-06-30$38,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,225,029
Contract administrator fees2013-06-30$65,746
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PLANTE MORAN, PLLC
Accountancy firm EIN2013-06-30381357951

Form 5500 Responses for WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN

2022: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes

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