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Plan Name | WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | LORI A STRAUBE | 2023-12-11 | ||
001 | 2021-07-01 | LORI A STRAUBE | 2023-01-12 | ||
001 | 2020-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | LORI A STRAUBE | |||
001 | 2016-07-01 | LORI A STRAUBE | |||
001 | 2015-07-01 | THOMAS E ZAVITZ | THOMAS E ZAVITZ | 2017-01-09 | |
001 | 2014-07-01 | THOMAS E ZAVITZ | THOMAS E ZAVITZ | 2015-12-01 | |
001 | 2013-07-01 | THOMAS E ZAVITZ | THOMAS E ZAVITZ | 2015-01-26 | |
001 | 2012-07-01 | THOMAS E ZAVITZ | THOMAS E ZAVITZ | 2015-06-23 |
Measure | Date | Value |
---|---|---|
2022: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 980 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 748 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 253 |
Total of all active and inactive participants | 2022-07-01 | 1,006 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 1 |
Total participants | 2022-07-01 | 1,007 |
Number of participants with account balances | 2022-07-01 | 1,005 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 124 |
2021: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 976 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 734 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 226 |
Total of all active and inactive participants | 2021-07-01 | 964 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 1 |
Total participants | 2021-07-01 | 965 |
Number of participants with account balances | 2021-07-01 | 964 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 138 |
2020: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 936 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 662 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 221 |
Total of all active and inactive participants | 2020-07-01 | 886 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 1 |
Total participants | 2020-07-01 | 887 |
Number of participants with account balances | 2020-07-01 | 885 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 121 |
2019: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 885 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 657 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 188 |
Total of all active and inactive participants | 2019-07-01 | 849 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 3 |
Total participants | 2019-07-01 | 852 |
Number of participants with account balances | 2019-07-01 | 846 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 95 |
2018: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 837 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 686 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 182 |
Total of all active and inactive participants | 2018-07-01 | 871 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 2 |
Total participants | 2018-07-01 | 873 |
Number of participants with account balances | 2018-07-01 | 872 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 108 |
2017: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 836 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 607 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 156 |
Total of all active and inactive participants | 2017-07-01 | 764 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 1 |
Total participants | 2017-07-01 | 765 |
Number of participants with account balances | 2017-07-01 | 763 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 98 |
2016: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 780 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 602 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 161 |
Total of all active and inactive participants | 2016-07-01 | 763 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 763 |
Number of participants with account balances | 2016-07-01 | 763 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 91 |
2015: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 679 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 606 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 156 |
Total of all active and inactive participants | 2015-07-01 | 762 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 762 |
Number of participants with account balances | 2015-07-01 | 761 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 89 |
2014: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 626 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 523 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 121 |
Total of all active and inactive participants | 2014-07-01 | 644 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 644 |
Number of participants with account balances | 2014-07-01 | 642 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 68 |
2013: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 586 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 498 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 111 |
Total of all active and inactive participants | 2013-07-01 | 609 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 609 |
Number of participants with account balances | 2013-07-01 | 609 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 82 |
2012: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 516 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 473 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 103 |
Total of all active and inactive participants | 2012-07-01 | 576 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 576 |
Number of participants with account balances | 2012-07-01 | 576 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 62 |
Measure | Date | Value |
---|---|---|
2023 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $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 assets | 2023-06-30 | $0 |
Total of all expenses incurred | 2023-06-30 | $2,061,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $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 year | 2023-06-30 | $25,287,927 |
Value of total assets at beginning of year | 2023-06-30 | $22,364,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $74,160 |
Total interest from all sources | 2023-06-30 | $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 year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $1,270,966 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $5,623 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $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 appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $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) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Investment advisory and management fees | 2023-06-30 | $74,160 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $24,744,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $21,819,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $537,518 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $457,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $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 assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $2,274,406 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $82,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $1,987,411 |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2023-06-30 | 381357951 |
2022 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $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 assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $5,044,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $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 year | 2022-06-30 | $22,364,038 |
Value of total assets at beginning of year | 2022-06-30 | $29,477,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $137,261 |
Total interest from all sources | 2022-06-30 | $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 year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $1,134,373 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $5,254 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $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 appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-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) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $21,819,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $28,985,588 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $457,136 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $487,234 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $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 assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $1,880,968 |
Employer contributions (assets) at end of year | 2022-06-30 | $82,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $4,907,515 |
Contract administrator fees | 2022-06-30 | $137,261 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-06-30 | 381357951 |
2021 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $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 assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $2,280,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $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 year | 2021-06-30 | $29,477,221 |
Value of total assets at beginning of year | 2021-06-30 | $22,392,662 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $104,358 |
Total interest from all sources | 2021-06-30 | $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 year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $791,000 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $4,399 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $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 appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $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) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $28,985,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $22,158,170 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $487,234 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $232,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $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 assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $2,152,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $2,176,034 |
Contract administrator fees | 2021-06-30 | $104,358 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2021-06-30 | 381357951 |
2020 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 assets | 2020-06-30 | $0 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $1,338,939 |
Total of all expenses incurred | 2020-06-30 | $1,338,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,249,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $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 year | 2020-06-30 | $22,392,662 |
Value of total assets at end of year | 2020-06-30 | $22,392,662 |
Value of total assets at beginning of year | 2020-06-30 | $21,083,642 |
Value of total assets at beginning of year | 2020-06-30 | $21,083,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $89,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $89,393 |
Total interest from all sources | 2020-06-30 | $0 |
Total interest from all sources | 2020-06-30 | $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 year | 2020-06-30 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
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 bond | 2020-06-30 | Yes |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $2,119 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $2,119 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $2,446 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $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 appraiser | 2020-06-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $1,309,020 |
Value of net income/loss | 2020-06-30 | $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) | 2020-06-30 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $22,158,170 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $22,158,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $21,066,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $21,066,320 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $232,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $232,373 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $14,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $14,876 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $14,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $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 assets | 2020-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $1,870,906 |
Contributions received in cash from employer | 2020-06-30 | $1,870,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,249,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,249,546 |
Contract administrator fees | 2020-06-30 | $89,393 |
Contract administrator fees | 2020-06-30 | $89,393 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm name | 2020-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2020-06-30 | 381357951 |
Accountancy firm EIN | 2020-06-30 | 381357951 |
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 securities | 2019-06-30 | $0 |
2018 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $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 assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $2,083,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $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 year | 2018-06-30 | $19,850,343 |
Value of total assets at beginning of year | 2018-06-30 | $18,512,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $79,623 |
Total interest from all sources | 2018-06-30 | $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 year | 2018-06-30 | No |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $2,092 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $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 appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $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) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $19,827,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $18,468,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $20,862 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $41,361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $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 assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $1,796,015 |
Income. Dividends from common stock | 2018-06-30 | $667,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $2,003,462 |
Contract administrator fees | 2018-06-30 | $79,623 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2018-06-30 | 381357951 |
2017 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $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 assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $2,331,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $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 year | 2017-06-30 | $18,512,606 |
Value of total assets at beginning of year | 2017-06-30 | $16,723,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $71,381 |
Total interest from all sources | 2017-06-30 | $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 year | 2017-06-30 | No |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $2,465 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $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 appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $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) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $18,468,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $16,637,184 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $41,361 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $84,345 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $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 assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $1,732,092 |
Income. Dividends from common stock | 2017-06-30 | $322,484 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $2,260,008 |
Contract administrator fees | 2017-06-30 | $71,381 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2017-06-30 | 381357951 |
2016 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total transfer of assets to this plan | 2016-06-30 | $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 assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $1,348,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $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 year | 2016-06-30 | $16,723,472 |
Value of total assets at beginning of year | 2016-06-30 | $15,436,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $64,309 |
Total interest from all sources | 2016-06-30 | $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 year | 2016-06-30 | No |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $1,943 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $310 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $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) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $16,637,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $15,372,582 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $84,345 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $63,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $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 assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $1,507,091 |
Income. Dividends from common stock | 2016-06-30 | $745,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,284,007 |
Contract administrator fees | 2016-06-30 | $64,309 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2016-06-30 | 381357951 |
2015 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $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 assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $1,432,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $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 year | 2015-06-30 | $15,436,605 |
Value of total assets at beginning of year | 2015-06-30 | $15,212,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $63,156 |
Total interest from all sources | 2015-06-30 | $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 year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $577,612 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $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 appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $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) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $15,372,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $15,109,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $63,713 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $100,783 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $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 assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $1,201,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,369,808 |
Contract administrator fees | 2015-06-30 | $63,156 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2015-06-30 | 381357951 |
2014 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $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 assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $649,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $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 year | 2014-06-30 | $15,212,183 |
Value of total assets at beginning of year | 2014-06-30 | $12,317,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $56,377 |
Total interest from all sources | 2014-06-30 | $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 year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $385,218 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $1,750 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $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 appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $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) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $15,109,650 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $12,214,018 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $100,783 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $67,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $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 assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $1,215,105 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $34,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $593,238 |
Contract administrator fees | 2014-06-30 | $56,377 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2014-06-30 | 381357951 |
2013 : WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $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 assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $2,290,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $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 year | 2013-06-30 | $12,317,484 |
Value of total assets at beginning of year | 2013-06-30 | $12,408,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $65,746 |
Total interest from all sources | 2013-06-30 | $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 year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $358,818 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $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 appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $-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) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $12,214,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $11,793,300 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $67,624 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $576,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $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 assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $1,003,383 |
Employer contributions (assets) at end of year | 2013-06-30 | $34,305 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $38,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $2,225,029 |
Contract administrator fees | 2013-06-30 | $65,746 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2013-06-30 | 381357951 |
2022: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | Yes |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | Yes |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |