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WETA 403(B) TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameWETA 403(B) TAX DEFERRED SAVINGS PLAN
Plan identification number 001

WETA 403(B) TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC has sponsored the creation of one or more 401k plans.

Company Name:GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC
Employer identification number (EIN):530242992
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WETA 403(B) TAX DEFERRED SAVINGS 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
0012019-01-01
0012018-01-01
0012017-01-01HAEJIN POTTS
0012016-01-01HAEJIN POTTS
0012015-01-01HAEJIN POTTS
0012014-01-01REBECCA MARKLEY
0012013-01-01REBECCA MARKLEY
0012012-01-01MADELINE AILEO
0012011-01-01MADELINE AILEO
0012010-01-01MADELINE AILEO
0012009-01-01MADELINE AILEO JACQUELINE BASILE2010-10-06

Plan Statistics for WETA 403(B) TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for WETA 403(B) TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01498
Total number of active participants reported on line 7a of the Form 55002022-01-01405
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01132
Total of all active and inactive participants2022-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01545
Number of participants with account balances2022-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01466
Total number of active participants reported on line 7a of the Form 55002021-01-01358
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01498
Number of participants with account balances2021-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01114
Total of all active and inactive participants2020-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01466
Number of participants with account balances2020-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01423
Total number of active participants reported on line 7a of the Form 55002019-01-01332
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01458
Number of participants with account balances2019-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01405
Total number of active participants reported on line 7a of the Form 55002018-01-01309
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01423
Number of participants with account balances2018-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01407
Total number of active participants reported on line 7a of the Form 55002017-01-01309
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01403
Number of participants with account balances2017-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-01321
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01407
Number of participants with account balances2016-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01336
Total number of active participants reported on line 7a of the Form 55002015-01-01309
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01397
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01283
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01336
Number of participants with account balances2014-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01229
Number of participants with account balances2013-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01230
Total number of active participants reported on line 7a of the Form 55002012-01-01197
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01237
Number of participants with account balances2012-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01223
Total number of active participants reported on line 7a of the Form 55002011-01-01193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01230
Number of participants with account balances2011-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01232
Total number of active participants reported on line 7a of the Form 55002010-01-01194
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01223
Number of participants with account balances2010-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01213
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01232
Number of participants with account balances2009-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WETA 403(B) TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,791,501
Total of all expenses incurred2022-12-31$8,688,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,557,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,462,007
Value of total assets at end of year2022-12-31$86,331,434
Value of total assets at beginning of year2022-12-31$105,811,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$131,299
Total interest from all sources2022-12-31$129,895
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,672,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,672,642
Administrative expenses professional fees incurred2022-12-31$14,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,460,279
Participant contributions at end of year2022-12-31$449,623
Participant contributions at beginning of year2022-12-31$424,907
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$123,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$162
Other income not declared elsewhere2022-12-31$1,200
Administrative expenses (other) incurred2022-12-31$73,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,479,969
Value of net assets at end of year (total assets less liabilities)2022-12-31$86,331,434
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$105,811,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,857,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$99,908,522
Interest on participant loans2022-12-31$20,887
Interest earned on other investments2022-12-31$109,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,923,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,408,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,057,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,878,095
Employer contributions (assets) at end of year2022-12-31$99,718
Employer contributions (assets) at beginning of year2022-12-31$69,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,557,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$18,705,752
Total of all expenses incurred2021-12-31$6,599,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,453,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,312,613
Value of total assets at end of year2021-12-31$105,811,403
Value of total assets at beginning of year2021-12-31$93,705,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,098
Total interest from all sources2021-12-31$127,662
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,348,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,348,229
Administrative expenses professional fees incurred2021-12-31$15,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,206,966
Participant contributions at end of year2021-12-31$424,907
Participant contributions at beginning of year2021-12-31$457,774
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$293,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,518
Administrative expenses (other) incurred2021-12-31$86,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,106,128
Value of net assets at end of year (total assets less liabilities)2021-12-31$105,811,403
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$93,705,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$99,908,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,062,364
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$20,910
Interest earned on other investments2021-12-31$106,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,408,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,103,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,917,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,811,906
Employer contributions (assets) at end of year2021-12-31$69,242
Employer contributions (assets) at beginning of year2021-12-31$79,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,453,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$10,443
Total income from all sources (including contributions)2020-12-31$18,342,700
Total of all expenses incurred2020-12-31$6,802,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,619,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,292,660
Value of total assets at end of year2020-12-31$93,705,275
Value of total assets at beginning of year2020-12-31$82,154,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$183,247
Total interest from all sources2020-12-31$120,718
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,475,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,475,282
Administrative expenses professional fees incurred2020-12-31$22,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,020,045
Participant contributions at end of year2020-12-31$457,774
Participant contributions at beginning of year2020-12-31$446,311
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$628,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$218
Administrative expenses (other) incurred2020-12-31$116,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,540,381
Value of net assets at end of year (total assets less liabilities)2020-12-31$93,705,275
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$82,154,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,062,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$75,945,254
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,634,904
Interest on participant loans2020-12-31$24,941
Interest earned on other investments2020-12-31$95,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,103,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$67,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,438,302
Net investment gain/loss from pooled separate accounts2020-12-31$15,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,643,793
Employer contributions (assets) at end of year2020-12-31$79,833
Employer contributions (assets) at beginning of year2020-12-31$60,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,619,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$21,466
Total income from all sources (including contributions)2019-12-31$21,000,728
Total of all expenses incurred2019-12-31$9,508,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,291,982
Expenses. Certain deemed distributions of participant loans2019-12-31$7,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,672,184
Value of total assets at end of year2019-12-31$82,154,451
Value of total assets at beginning of year2019-12-31$70,640,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$208,451
Total interest from all sources2019-12-31$24,278
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,476,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,476,914
Administrative expenses professional fees incurred2019-12-31$10,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,707,458
Participant contributions at end of year2019-12-31$446,311
Participant contributions at beginning of year2019-12-31$464,697
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$559,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$385
Administrative expenses (other) incurred2019-12-31$143,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,492,554
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,154,451
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,640,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$75,945,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$65,696,573
Value of interest in pooled separate accounts at end of year2019-12-31$5,634,904
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,362,014
Interest on participant loans2019-12-31$24,271
Interest earned on other investments2019-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$67,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,728,104
Net investment gain/loss from pooled separate accounts2019-12-31$99,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,405,695
Employer contributions (assets) at end of year2019-12-31$60,062
Employer contributions (assets) at beginning of year2019-12-31$65,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,291,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$186,059
Total income from all sources (including contributions)2018-12-31$1,616,930
Total of all expenses incurred2018-12-31$5,187,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,000,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,142,661
Value of total assets at end of year2018-12-31$70,640,431
Value of total assets at beginning of year2018-12-31$74,025,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$186,754
Total interest from all sources2018-12-31$24,583
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,327,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,327,640
Administrative expenses professional fees incurred2018-12-31$15,600
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,589,020
Participant contributions at end of year2018-12-31$464,697
Participant contributions at beginning of year2018-12-31$501,012
Participant contributions at beginning of year2018-12-31$78,205
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$172,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,237
Administrative expenses (other) incurred2018-12-31$127,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,570,677
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,640,431
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,025,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$65,696,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,085,697
Value of interest in pooled separate accounts at end of year2018-12-31$4,362,014
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,117,619
Interest on participant loans2018-12-31$24,534
Interest earned on other investments2018-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$112,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,937,370
Net investment gain/loss from pooled separate accounts2018-12-31$59,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,381,312
Employer contributions (assets) at end of year2018-12-31$65,760
Employer contributions (assets) at beginning of year2018-12-31$128,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,000,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$94,707
Total income from all sources (including contributions)2017-12-31$16,110,863
Total of all expenses incurred2017-12-31$5,228,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,055,277
Expenses. Certain deemed distributions of participant loans2017-12-31$45
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,926,427
Value of total assets at end of year2017-12-31$74,025,049
Value of total assets at beginning of year2017-12-31$63,048,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$173,428
Total interest from all sources2017-12-31$21,452
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,336,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,336,979
Administrative expenses professional fees incurred2017-12-31$18,944
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,527,960
Participant contributions at end of year2017-12-31$501,012
Participant contributions at beginning of year2017-12-31$500,842
Participant contributions at end of year2017-12-31$78,205
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,072,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$305
Administrative expenses (other) incurred2017-12-31$110,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,882,113
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,025,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,048,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,085,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,916,021
Value of interest in pooled separate accounts at end of year2017-12-31$4,117,619
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,472,012
Interest on participant loans2017-12-31$21,315
Interest earned on other investments2017-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$112,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$124,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,769,980
Net investment gain/loss from pooled separate accounts2017-12-31$56,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,325,589
Employer contributions (assets) at end of year2017-12-31$128,739
Employer contributions (assets) at beginning of year2017-12-31$34,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,055,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$75,395
Total income from all sources (including contributions)2016-12-31$9,442,675
Total of all expenses incurred2016-12-31$4,494,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,324,708
Expenses. Certain deemed distributions of participant loans2016-12-31$-6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,753,626
Value of total assets at end of year2016-12-31$63,048,229
Value of total assets at beginning of year2016-12-31$58,024,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$169,921
Total interest from all sources2016-12-31$21,025
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,032,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,032,925
Administrative expenses professional fees incurred2016-12-31$2,940
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,306,887
Participant contributions at end of year2016-12-31$500,842
Participant contributions at beginning of year2016-12-31$440,864
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$237,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$186
Administrative expenses (other) incurred2016-12-31$121,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,948,052
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,048,229
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,024,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$57,916,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,632,358
Value of interest in pooled separate accounts at end of year2016-12-31$4,472,012
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,811,065
Interest on participant loans2016-12-31$20,979
Interest earned on other investments2016-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$124,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$85,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,573,138
Net investment gain/loss from pooled separate accounts2016-12-31$61,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,209,719
Employer contributions (assets) at end of year2016-12-31$34,597
Employer contributions (assets) at beginning of year2016-12-31$54,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,324,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$75,427
Total income from all sources (including contributions)2015-12-31$5,101,915
Total of all expenses incurred2015-12-31$6,108,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,943,618
Expenses. Certain deemed distributions of participant loans2015-12-31$6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,344,073
Value of total assets at end of year2015-12-31$58,024,782
Value of total assets at beginning of year2015-12-31$58,955,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164,856
Total interest from all sources2015-12-31$23,347
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$967,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$967,425
Administrative expenses professional fees incurred2015-12-31$11,645
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,140,773
Participant contributions at end of year2015-12-31$440,864
Participant contributions at beginning of year2015-12-31$672,846
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$449,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,148
Administrative expenses (other) incurred2015-12-31$119,461
Total non interest bearing cash at beginning of year2015-12-31$55,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,006,565
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,024,782
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,955,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,632,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$53,523,648
Value of interest in pooled separate accounts at end of year2015-12-31$4,811,065
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,702,428
Interest on participant loans2015-12-31$23,336
Interest earned on other investments2015-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$85,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-292,903
Net investment gain/loss from pooled separate accounts2015-12-31$59,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,753,795
Employer contributions (assets) at end of year2015-12-31$54,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,943,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$451,686
Total income from all sources (including contributions)2014-12-31$19,216,158
Total of all expenses incurred2014-12-31$2,991,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,806,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,673,437
Value of total assets at end of year2014-12-31$58,955,920
Value of total assets at beginning of year2014-12-31$42,279,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$185,293
Total interest from all sources2014-12-31$20,264
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,197,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,197,759
Administrative expenses professional fees incurred2014-12-31$15,057
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,768,735
Participant contributions at end of year2014-12-31$672,846
Participant contributions at beginning of year2014-12-31$353,984
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,565,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$111
Administrative expenses (other) incurred2014-12-31$115,236
Total non interest bearing cash at end of year2014-12-31$55,023
Total non interest bearing cash at beginning of year2014-12-31$57,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$16,224,555
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,955,920
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,279,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$53,523,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,845,320
Value of interest in pooled separate accounts at end of year2014-12-31$4,702,428
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,022,754
Interest on participant loans2014-12-31$20,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,269,116
Net investment gain/loss from pooled separate accounts2014-12-31$55,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,339,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,806,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$225,418
Total income from all sources (including contributions)2013-12-31$9,839,311
Total of all expenses incurred2013-12-31$3,362,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,217,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,259,431
Value of total assets at end of year2013-12-31$42,279,679
Value of total assets at beginning of year2013-12-31$35,577,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$144,319
Total interest from all sources2013-12-31$12,505
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$587,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$587,334
Administrative expenses professional fees incurred2013-12-31$24,287
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,407,609
Participant contributions at end of year2013-12-31$353,984
Participant contributions at beginning of year2013-12-31$305,078
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$603,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$111
Administrative expenses (other) incurred2013-12-31$91,274
Total non interest bearing cash at end of year2013-12-31$57,510
Total non interest bearing cash at beginning of year2013-12-31$46,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,477,258
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,279,679
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,577,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,845,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,181,359
Value of interest in pooled separate accounts at end of year2013-12-31$4,022,754
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,043,663
Interest on participant loans2013-12-31$12,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,914,285
Net investment gain/loss from pooled separate accounts2013-12-31$65,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,248,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,217,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$459,003
Total income from all sources (including contributions)2012-12-31$6,273,458
Total of all expenses incurred2012-12-31$684,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$601,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,661,401
Value of total assets at end of year2012-12-31$35,577,003
Value of total assets at beginning of year2012-12-31$29,529,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$82,950
Total interest from all sources2012-12-31$13,329
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$681,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$681,199
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,352,129
Participant contributions at end of year2012-12-31$305,078
Participant contributions at beginning of year2012-12-31$308,487
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,516
Administrative expenses (other) incurred2012-12-31$44,763
Total non interest bearing cash at end of year2012-12-31$46,903
Total non interest bearing cash at beginning of year2012-12-31$10,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,588,585
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,577,003
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,529,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$38,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,181,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,425,901
Value of interest in pooled separate accounts at end of year2012-12-31$4,043,663
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,784,869
Interest on participant loans2012-12-31$13,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,859,771
Net investment gain/loss from pooled separate accounts2012-12-31$57,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,225,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$601,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$179,555
Total income from all sources (including contributions)2011-12-31$2,747,313
Total of all expenses incurred2011-12-31$1,016,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$977,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,862,380
Value of total assets at end of year2011-12-31$29,529,415
Value of total assets at beginning of year2011-12-31$27,619,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,549
Total interest from all sources2011-12-31$13,231
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$469,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$469,809
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,331,154
Participant contributions at end of year2011-12-31$308,487
Participant contributions at beginning of year2011-12-31$306,667
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$271,475
Administrative expenses (other) incurred2011-12-31$675
Total non interest bearing cash at end of year2011-12-31$10,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,730,580
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,529,415
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,619,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$38,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,425,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,808,248
Value of interest in pooled separate accounts at end of year2011-12-31$3,784,869
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,504,365
Interest on participant loans2011-12-31$13,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-668,793
Net investment gain/loss from pooled separate accounts2011-12-31$70,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,259,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$977,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$3,484,469
Total income from all sources (including contributions)2010-12-31$5,127,443
Total of all expenses incurred2010-12-31$151,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$151,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,705,132
Value of total assets at end of year2010-12-31$27,619,280
Value of total assets at beginning of year2010-12-31$19,159,185
Total interest from all sources2010-12-31$11,653
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$440,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$440,770
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,351,021
Participant contributions at end of year2010-12-31$306,667
Participant contributions at beginning of year2010-12-31$258,267
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$72,209
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$419
Other income not declared elsewhere2010-12-31$1,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,975,626
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,619,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,159,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,808,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,229,919
Value of interest in pooled separate accounts at end of year2010-12-31$3,504,365
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,670,732
Interest on participant loans2010-12-31$11,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,880,067
Net investment gain/loss from pooled separate accounts2010-12-31$88,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,281,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$151,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : WETA 403(B) TAX DEFERRED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WETA 403(B) TAX DEFERRED SAVINGS PLAN

2022: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WETA 403(B) TAX DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WETA 403(B) TAX DEFERRED SAVINGS 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069293
Policy instance 2
Insurance contract or identification numberTT069293
Number of Individuals Covered477
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered477
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069293
Policy instance 2
Insurance contract or identification numberTT069293
Number of Individuals Covered415
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered415
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069293
Policy instance 2
Insurance contract or identification numberTT069293
Number of Individuals Covered400
Insurance policy start date2020-03-19
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered400
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered389
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered366
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered376
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered328
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered292
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered212
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered201
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered198
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069293
Policy instance 1
Insurance contract or identification numberTT069293
Number of Individuals Covered196
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,915
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,915
Insurance broker organization code?3
Insurance broker nameMMC SECURTIES

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