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INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 401k Plan overview

Plan NameINTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN
Plan identification number 001

INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN Benefits

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

401k Sponsoring company profile

INTERSOCIETAL ACCREDITATION COMMISSION has sponsored the creation of one or more 401k plans.

Company Name:INTERSOCIETAL ACCREDITATION COMMISSION
Employer identification number (EIN):522003726
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SANDRA KATANICK SANDRA KATANICK2015-07-13
0012013-01-01SANDRA KATANICK
0012012-01-01SANDRA KATANICK
0012010-01-01PATRICIA CATALANO
0012009-01-01SANDRA KATANICK

Plan Statistics for INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN

401k plan membership statisitcs for INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN

Measure Date Value
2014: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0160
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0162
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0159
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0162
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2010: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0130
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0134
Number of participants with account balances2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN

Measure Date Value
2014 : INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$533,933
Expenses. Total of all expenses incurred2014-12-31$10,107
Benefits paid (including direct rollovers)2014-12-31$1,809
Total plan assets at end of year2014-12-31$2,891,950
Total plan assets at beginning of year2014-12-31$2,368,124
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$216,992
Other income received2014-12-31$182,467
Net income (gross income less expenses)2014-12-31$523,826
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,891,950
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,368,124
Assets. Value of participant loans2014-12-31$21,880
Total contributions received or receivable from employer(s)2014-12-31$134,474
Value of corrective distributions2014-12-31$7,748
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$550
2013 : INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,067,364
Expenses. Total of all expenses incurred2013-12-31$123,127
Benefits paid (including direct rollovers)2013-12-31$117,895
Total plan assets at end of year2013-12-31$2,368,124
Total plan assets at beginning of year2013-12-31$1,423,887
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$201,761
Contributions received from other sources (not participants or employers)2013-12-31$363,873
Other income received2013-12-31$386,296
Net income (gross income less expenses)2013-12-31$944,237
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,368,124
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,423,887
Assets. Value of participant loans2013-12-31$8,768
Total contributions received or receivable from employer(s)2013-12-31$115,434
Value of corrective distributions2013-12-31$4,632
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$600
2012 : INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$412,669
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,423,887
Total plan assets at beginning of year2012-12-31$1,011,218
Value of fidelity bond covering the plan2012-12-31$47,000
Total contributions received or receivable from participants2012-12-31$165,985
Other income received2012-12-31$136,537
Net income (gross income less expenses)2012-12-31$412,669
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,423,887
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,011,218
Assets. Value of participant loans2012-12-31$21,702
Total contributions received or receivable from employer(s)2012-12-31$110,147
2010 : INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$232,156
Expenses. Total of all expenses incurred2010-12-31$11,427
Benefits paid (including direct rollovers)2010-12-31$11,177
Total plan assets at end of year2010-12-31$854,233
Total plan assets at beginning of year2010-12-31$633,504
Value of fidelity bond covering the plan2010-12-31$45,000
Total contributions received or receivable from participants2010-12-31$112,750
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$75,430
Net income (gross income less expenses)2010-12-31$220,729
Net plan assets at end of year (total assets less liabilities)2010-12-31$854,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$633,504
Assets. Value of participant loans2010-12-31$29,247
Total contributions received or receivable from employer(s)2010-12-31$43,976
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$250

Form 5500 Responses for INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN

2014: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: INTERSOCIETAL ACCREDITATION COMMISSION 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9574
Policy instance 1
Insurance contract or identification numberZH9574
Number of Individuals Covered60
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,441
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,441
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS AND COMPANY INCORPO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9574
Policy instance 1
Insurance contract or identification numberZH9574
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,848
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,848
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS AND COMPANY INCORPO
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922559
Policy instance 1
Insurance contract or identification number922559
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-01-06
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9574
Policy instance 2
Insurance contract or identification numberZH9574
Number of Individuals Covered62
Insurance policy start date2012-01-06
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,741
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,352
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922559
Policy instance 1
Insurance contract or identification number922559
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,128
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,128
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

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