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BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameBEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN
Plan identification number 001

BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

BEACH MEDICAL SPECIALISTS PA has sponsored the creation of one or more 401k plans.

Company Name:BEACH MEDICAL SPECIALISTS PA
Employer identification number (EIN):562169723
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01RAJAN GUPTA2022-07-10
0012019-10-01RAJAN GUPTA2021-07-13
0012018-10-01RAJAN GUPTA2020-07-14
0012017-10-01RAJAN GUPTA2019-07-15
0012016-10-01
0012015-10-01RAJAN GUPTA2017-07-14
0012014-10-01RAJAN GUPTA
0012013-10-01RAJAN GUPTA
0012012-10-01RAJAN GUPTA
0012011-10-01RAJAN GUPTA
0012010-10-01RAJAN GUPTA
0012009-10-01RAJAN GUPTA
0012008-10-01

Plan Statistics for BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-09-303,318,356
Acturial value of plan assets2019-09-303,318,356
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-300
Fundng target for terminated vested participants2019-09-300
Active participant vested funding target2019-09-303,526,881
Number of active participants2019-09-304
Total funding liabilities for active participants2019-09-303,540,038
Total participant count2019-09-304
Total funding target for all participants2019-09-303,540,038
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30255,610
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-3069,780
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-30185,830
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-30195,605
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-302,436
Net shortfall amortization installment of oustanding balance2019-09-30417,287
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3076,579
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-3076,579
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-303,152,558
Acturial value of plan assets2018-09-303,152,558
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-301
Fundng target for terminated vested participants2018-09-3044,829
Active participant vested funding target2018-09-303,148,771
Number of active participants2018-09-304
Total funding liabilities for active participants2018-09-303,162,141
Total participant count2018-09-305
Total funding target for all participants2018-09-303,206,970
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-30284,784
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-3031,605
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-30253,179
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-30255,610
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3018,871
Net shortfall amortization installment of oustanding balance2018-09-30310,022
Total funding amount beforereflecting carryover/prefunding balances2018-09-3069,780
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-3069,780
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-09-303,188,469
Acturial value of plan assets2017-09-303,188,469
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-301
Fundng target for terminated vested participants2017-09-3040,112
Active participant vested funding target2017-09-302,493,760
Number of active participants2017-09-305
Total funding liabilities for active participants2017-09-302,506,692
Total participant count2017-09-306
Total funding target for all participants2017-09-302,546,804
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-30285,641
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-30285,641
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-30284,784
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30388,486
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-3031,605
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-3031,605
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2014: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-014
Total number of active participants reported on line 7a of the Form 55002014-10-015
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-015
2013: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-014
Total number of active participants reported on line 7a of the Form 55002013-10-014
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-015
Total number of active participants reported on line 7a of the Form 55002012-10-015
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015
Total number of active participants reported on line 7a of the Form 55002011-10-015
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-015
Total number of active participants reported on line 7a of the Form 55002010-10-015
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-015
Total participants2010-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-015
Total number of active participants reported on line 7a of the Form 55002009-10-015
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015 : BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$63,693
Expenses. Total of all expenses incurred2015-09-30$0
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$2,498,142
Total plan assets at beginning of year2015-09-30$2,434,449
Value of fidelity bond covering the plan2015-09-30$1,560,000
Total contributions received or receivable from participants2015-09-30$0
Assets. Value of loans (other than to participants)2015-09-30$1,250,000
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$63,693
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$63,693
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,498,142
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,434,449
Assets. Value of assets in partnership/joint-venture interests2015-09-30$77,840
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$564,815
Expenses. Total of all expenses incurred2014-09-30$63,108
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$2,434,449
Total plan assets at beginning of year2014-09-30$1,932,742
Total contributions received or receivable from participants2014-09-30$0
Assets. Value of loans (other than to participants)2014-09-30$1,250,000
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$89,815
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$501,707
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,434,449
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,932,742
Assets. Value of assets in partnership/joint-venture interests2014-09-30$310,000
Total contributions received or receivable from employer(s)2014-09-30$475,000
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$63,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$485,000
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$40,886
Expenses. Total of all expenses incurred2013-09-30$0
Benefits paid (including direct rollovers)2013-09-30$0
Total plan assets at end of year2013-09-30$2,717,742
Total plan assets at beginning of year2013-09-30$2,191,856
Total contributions received or receivable from participants2013-09-30$0
Assets. Value of loans (other than to participants)2013-09-30$875,000
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$40,886
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$40,886
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,232,742
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,191,856
Assets. Value of assets in partnership/joint-venture interests2013-09-30$350,000
Total contributions received or receivable from employer(s)2013-09-30$0
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
2012 : BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$272,788
Expenses. Total of all expenses incurred2012-09-30$63,000
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$2,191,856
Total plan assets at beginning of year2012-09-30$1,982,068
Total contributions received or receivable from participants2012-09-30$0
Assets. Value of loans (other than to participants)2012-09-30$875,000
Expenses. Other expenses not covered elsewhere2012-09-30$63,000
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$19,788
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$209,788
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,191,856
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,982,068
Assets. Value of participant loans2012-09-30$100,000
Assets. Value of assets in partnership/joint-venture interests2012-09-30$350,000
Total contributions received or receivable from employer(s)2012-09-30$253,000
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$385,677
Expenses. Total of all expenses incurred2011-09-30$1,915
Benefits paid (including direct rollovers)2011-09-30$1,915
Total plan assets at end of year2011-09-30$1,982,068
Total plan assets at beginning of year2011-09-30$1,598,306
Total contributions received or receivable from participants2011-09-30$0
Assets. Value of loans (other than to participants)2011-09-30$800,000
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$62,677
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$383,762
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,982,068
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,598,306
Assets. Value of participant loans2011-09-30$100,000
Assets. Value of assets in partnership/joint-venture interests2011-09-30$350,000
Total contributions received or receivable from employer(s)2011-09-30$323,000
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
2010 : BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN

2014: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BEACH MEDICAL SPECIALISTS DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

ING LIFE INSRUANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3650,3400
Policy instance 1
Insurance contract or identification number3650,3400
Number of Individuals Covered2
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
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?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?Yes
ING LIFE INSRUANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6429
Policy instance 2
Insurance contract or identification number6429
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
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?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?Yes

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