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BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameBE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN
Plan identification number 002

BE THE MATCH/NMDP EMPLOYEE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL MARROW DONOR PROGRAM has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MARROW DONOR PROGRAM
Employer identification number (EIN):840865803
NAIC Classification:621900

Additional information about NATIONAL MARROW DONOR PROGRAM

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-03-27
Company Identification Number: 0800632484
Legal Registered Office Address: 1601 ELM ST STE 4360

DALLAS
United States of America (USA)
75201

More information about NATIONAL MARROW DONOR PROGRAM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01ALBERT JORDAN ALBERT JORDAN2019-03-13
0022016-10-01TRACY SCHMIDT TRACY SCHMIDT2018-04-20
0022015-10-01TRACY SCHMIDT TRACY SCHMIDT2017-04-07
0022014-10-01TRACY SCHMIDT TRACY SCHMIDT2016-04-28
0022013-10-01ANGIE MILLER ANGIE MILLER2015-04-30
0022012-10-01CAROL MCCORMICK CAROL MCCORMICK2014-07-11
0022011-10-01CAROL MCCORMICK CAROL MCCORMICK2013-07-12
0022010-10-01CAROL MCCORMICK CAROL MCCORMICK2012-06-29
0022009-10-01CAROL MCCORMICK CAROL MCCORMICK2011-07-15
0022008-10-01CAROL MCCORMICK

Plan Statistics for BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN

Measure Date Value
2021: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,573
Total number of active participants reported on line 7a of the Form 55002021-10-011,414
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01351
Total of all active and inactive participants2021-10-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-011,766
Number of participants with account balances2021-10-011,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,376
Total number of active participants reported on line 7a of the Form 55002020-10-011,226
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01320
Total of all active and inactive participants2020-10-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012
Total participants2020-10-011,548
Number of participants with account balances2020-10-011,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,308
Total number of active participants reported on line 7a of the Form 55002019-10-011,047
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01303
Total of all active and inactive participants2019-10-011,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-011,351
Number of participants with account balances2019-10-011,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,225
Total number of active participants reported on line 7a of the Form 55002018-10-01998
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01277
Total of all active and inactive participants2018-10-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-011,275
Number of participants with account balances2018-10-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,160
Total number of active participants reported on line 7a of the Form 55002017-10-01963
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01240
Total of all active and inactive participants2017-10-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-011,203
Number of participants with account balances2017-10-011,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,088
Total number of active participants reported on line 7a of the Form 55002016-10-01945
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01202
Total of all active and inactive participants2016-10-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-011,147
Number of participants with account balances2016-10-011,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,089
Total number of active participants reported on line 7a of the Form 55002015-10-01905
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01168
Total of all active and inactive participants2015-10-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-011,073
Number of participants with account balances2015-10-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,115
Total number of active participants reported on line 7a of the Form 55002014-10-01940
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01140
Total of all active and inactive participants2014-10-011,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-011,080
Number of participants with account balances2014-10-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,038
Total number of active participants reported on line 7a of the Form 55002013-10-011,009
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0198
Total of all active and inactive participants2013-10-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-011,107
Number of participants with account balances2013-10-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01937
Total number of active participants reported on line 7a of the Form 55002012-10-01928
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0181
Total of all active and inactive participants2012-10-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-011,010
Number of participants with account balances2012-10-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01845
Total number of active participants reported on line 7a of the Form 55002011-10-01860
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0166
Total of all active and inactive participants2011-10-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01926
Number of participants with account balances2011-10-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01804
Total number of active participants reported on line 7a of the Form 55002010-10-01771
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0168
Total of all active and inactive participants2010-10-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01839
Number of participants with account balances2010-10-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01722
Total number of active participants reported on line 7a of the Form 55002009-10-01736
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0162
Total of all active and inactive participants2009-10-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01798
Number of participants with account balances2009-10-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-4,078,404
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$7,360,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$7,167,003
Value of total corrective distributions2022-09-30$7,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$14,140,460
Value of total assets at end of year2022-09-30$78,707,225
Value of total assets at beginning of year2022-09-30$90,146,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$186,446
Total interest from all sources2022-09-30$100,482
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$1,798,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$1,798,899
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$3,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$12,114,103
Participant contributions at end of year2022-09-30$789,443
Participant contributions at beginning of year2022-09-30$672,349
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$2,022,128
Other income not declared elsewhere2022-09-30$65,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-11,438,898
Value of net assets at end of year (total assets less liabilities)2022-09-30$78,707,225
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$90,146,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$74,264,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$86,571,466
Interest on participant loans2022-09-30$34,600
Interest earned on other investments2022-09-30$65,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$3,653,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$2,902,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-20,183,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$4,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$7,167,003
Contract administrator fees2022-09-30$186,446
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BAKER TILLY US, LLP
Accountancy firm EIN2022-09-30390859910
2021 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$29,342,694
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$6,111,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$5,942,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$14,074,342
Value of total assets at end of year2021-09-30$90,146,123
Value of total assets at beginning of year2021-09-30$66,914,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$168,342
Total interest from all sources2021-09-30$139,962
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$1,256,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$1,256,197
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$3,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$9,551,680
Participant contributions at end of year2021-09-30$672,349
Participant contributions at beginning of year2021-09-30$690,762
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$4,522,662
Other income not declared elsewhere2021-09-30$38,853
Administrative expenses (other) incurred2021-09-30$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$23,231,664
Value of net assets at end of year (total assets less liabilities)2021-09-30$90,146,123
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$66,914,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$86,571,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$59,709,374
Interest on participant loans2021-09-30$32,111
Interest earned on other investments2021-09-30$107,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$2,902,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$6,514,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$13,833,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$5,942,688
Contract administrator fees2021-09-30$168,306
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30EIDE BAILLY, LLP
Accountancy firm EIN2021-09-30450250958
2020 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets to this plan2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Expenses. Interest paid2020-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-30$0
Total income from all sources (including contributions)2020-09-30$14,739,505
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$7,270,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$7,124,345
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Value of total corrective distributions2020-09-30$6,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$9,634,134
Value of total assets at end of year2020-09-30$66,914,459
Value of total assets at beginning of year2020-09-30$59,445,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$139,878
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$176,835
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$1,051,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$1,051,674
Administrative expenses professional fees incurred2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$3,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Amount of non-exempt transactions with any party-in-interest2020-09-30$0
Contributions received from participants2020-09-30$8,230,557
Participant contributions at end of year2020-09-30$690,762
Participant contributions at beginning of year2020-09-30$679,983
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$1,403,577
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$48,822
Administrative expenses (other) incurred2020-09-30$8
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Income. Non cash contributions2020-09-30$0
Value of net income/loss2020-09-30$7,468,539
Value of net assets at end of year (total assets less liabilities)2020-09-30$66,914,459
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$59,445,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-09-30$0
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-09-30$0
Investment advisory and management fees2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$59,709,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$53,306,254
Interest on participant loans2020-09-30$37,932
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$138,903
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$6,514,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$5,459,683
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$3,828,040
Net investment gain/loss from pooled separate accounts2020-09-30$0
Net investment gain or loss from common/collective trusts2020-09-30$0
Net gain/loss from 103.12 investment entities2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$0
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$0
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$7,124,345
Contract administrator fees2020-09-30$139,870
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30EIDE BAILLY, LLP
Accountancy firm EIN2020-09-30450250958
2019 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$0
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$8,914,735
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$7,073,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$6,920,188
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Value of total corrective distributions2019-09-30$1,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$7,410,087
Value of total assets at end of year2019-09-30$59,445,920
Value of total assets at beginning of year2019-09-30$57,604,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$152,039
Total income from rents2019-09-30$0
Total interest from all sources2019-09-30$135,422
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$940,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$940,477
Administrative expenses professional fees incurred2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$3,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Amount of non-exempt transactions with any party-in-interest2019-09-30$0
Contributions received from participants2019-09-30$6,960,237
Participant contributions at end of year2019-09-30$679,983
Participant contributions at beginning of year2019-09-30$571,014
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$449,850
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$85,849
Administrative expenses (other) incurred2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,841,459
Value of net assets at end of year (total assets less liabilities)2019-09-30$59,445,920
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$57,604,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-09-30$0
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-09-30$0
Investment advisory and management fees2019-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$53,306,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$51,862,590
Interest on participant loans2019-09-30$34,434
Income. Interest from loans (other than to participants)2019-09-30$0
Interest earned on other investments2019-09-30$100,988
Income. Interest from US Government securities2019-09-30$0
Income. Interest from corporate debt instruments2019-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$5,459,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$5,170,857
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$342,900
Net investment gain/loss from pooled separate accounts2019-09-30$0
Net investment gain or loss from common/collective trusts2019-09-30$0
Net gain/loss from 103.12 investment entities2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$0
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Income. Dividends from preferred stock2019-09-30$0
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$6,920,188
Contract administrator fees2019-09-30$152,039
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$0
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$0
Aggregate carrying amount (costs) on sale of assets2019-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30EIDE BAILLY, LLP
Accountancy firm EIN2019-09-30450250958
2018 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$0
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$13,209,072
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$7,300,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$7,159,903
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$8,185,027
Value of total assets at end of year2018-09-30$57,604,461
Value of total assets at beginning of year2018-09-30$51,695,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$140,334
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$110,364
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$785,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$785,730
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$3,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Amount of non-exempt transactions with any party-in-interest2018-09-30$0
Contributions received from participants2018-09-30$6,209,321
Participant contributions at end of year2018-09-30$571,014
Participant contributions at beginning of year2018-09-30$560,536
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$1,975,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$773
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$93,821
Administrative expenses (other) incurred2018-09-30$27
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$5,908,835
Value of net assets at end of year (total assets less liabilities)2018-09-30$57,604,461
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$51,695,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-09-30$0
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-09-30$0
Investment advisory and management fees2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$51,862,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$46,639,484
Interest on participant loans2018-09-30$25,802
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$84,562
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$5,170,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$4,495,606
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$4,034,130
Net investment gain/loss from pooled separate accounts2018-09-30$0
Net investment gain or loss from common/collective trusts2018-09-30$0
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$0
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$0
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$7,159,130
Contract administrator fees2018-09-30$140,307
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$0
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30EIDE BAILEY LLP
Accountancy firm EIN2018-09-30450250958
2017 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$13,733,675
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$3,924,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$3,880,864
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$7,588,787
Value of total assets at end of year2017-09-30$51,695,626
Value of total assets at beginning of year2017-09-30$41,886,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$43,970
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$104,992
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$680,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$680,123
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Amount of non-exempt transactions with any party-in-interest2017-09-30$0
Contributions received from participants2017-09-30$5,395,738
Participant contributions at end of year2017-09-30$560,536
Participant contributions at beginning of year2017-09-30$462,469
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$2,181,456
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$3,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$14,295
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$9,808,841
Value of net assets at end of year (total assets less liabilities)2017-09-30$51,695,626
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$41,886,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-09-30$0
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$46,639,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$37,757,486
Interest on participant loans2017-09-30$21,401
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$83,591
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$4,495,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$3,666,830
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$5,345,478
Net investment gain/loss from pooled separate accounts2017-09-30$0
Net investment gain or loss from common/collective trusts2017-09-30$0
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$11,593
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$3,877,339
Contract administrator fees2017-09-30$43,970
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30EIDE BAILLY LLP
Accountancy firm EIN2017-09-30450250958
2016 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$9,736,799
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$3,881,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$3,857,528
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$5,941,056
Value of total assets at end of year2016-09-30$41,886,785
Value of total assets at beginning of year2016-09-30$36,031,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$23,030
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$100,679
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$533,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$533,704
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$4,967,950
Participant contributions at end of year2016-09-30$462,469
Participant contributions at beginning of year2016-09-30$578,166
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$973,106
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$496
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$-65
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$5,855,593
Value of net assets at end of year (total assets less liabilities)2016-09-30$41,886,785
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$36,031,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$37,757,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$31,869,973
Interest on participant loans2016-09-30$21,401
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$79,278
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$3,666,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$3,583,053
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,161,425
Net investment gain/loss from pooled separate accounts2016-09-30$0
Net investment gain or loss from common/collective trusts2016-09-30$0
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$0
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$3,857,032
Contract administrator fees2016-09-30$23,030
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30EIDE BAILLY
Accountancy firm EIN2016-09-30450250958
2015 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$5,177,232
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$3,272,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$3,238,861
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$5,434,508
Value of total assets at end of year2015-09-30$36,031,192
Value of total assets at beginning of year2015-09-30$34,126,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$33,939
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$116,005
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$487,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$487,082
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$4,996,761
Participant contributions at end of year2015-09-30$578,166
Participant contributions at beginning of year2015-09-30$659,898
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$401,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$390
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$2,445
Administrative expenses (other) incurred2015-09-30$3
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$1,904,432
Value of net assets at end of year (total assets less liabilities)2015-09-30$36,031,192
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$34,126,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$31,869,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$30,544,712
Interest on participant loans2015-09-30$29,142
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$86,863
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$3,583,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$2,922,150
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-862,808
Net investment gain/loss from pooled separate accounts2015-09-30$0
Net investment gain or loss from common/collective trusts2015-09-30$0
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$36,364
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$3,238,471
Contract administrator fees2015-09-30$33,936
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30EIDE BAILLY
Accountancy firm EIN2015-09-30450250958
2014 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$8,260,935
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,811,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,776,870
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$5,239,007
Value of total assets at end of year2014-09-30$34,126,760
Value of total assets at beginning of year2014-09-30$27,677,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$34,391
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$99,457
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$416,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$416,927
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$4,495,523
Participant contributions at end of year2014-09-30$659,898
Participant contributions at beginning of year2014-09-30$498,926
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$743,484
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$1,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$6
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$6,449,674
Value of net assets at end of year (total assets less liabilities)2014-09-30$34,126,760
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$27,677,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$30,544,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$25,006,416
Interest on participant loans2014-09-30$25,611
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$73,846
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$2,922,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$2,171,744
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$2,505,538
Net investment gain/loss from pooled separate accounts2014-09-30$0
Net investment gain or loss from common/collective trusts2014-09-30$0
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$0
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,775,310
Contract administrator fees2014-09-30$34,391
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30EIDE BAILLY
Accountancy firm EIN2014-09-30450250958
2013 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$8,105,192
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,494,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,468,724
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$4,287,657
Value of total assets at end of year2013-09-30$27,677,086
Value of total assets at beginning of year2013-09-30$21,066,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$25,646
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$75,843
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$371,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$371,024
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$3,845,196
Participant contributions at end of year2013-09-30$498,926
Participant contributions at beginning of year2013-09-30$243,315
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$35
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$442,461
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$0
Administrative expenses (other) incurred2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$6,610,822
Value of net assets at end of year (total assets less liabilities)2013-09-30$27,677,086
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$21,066,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$25,006,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$18,976,436
Interest on participant loans2013-09-30$15,005
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$60,838
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$2,171,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,846,478
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$3,370,668
Net investment gain/loss from pooled separate accounts2013-09-30$0
Net investment gain or loss from common/collective trusts2013-09-30$0
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,468,724
Contract administrator fees2013-09-30$25,646
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30DELOITTE & TOUCHE
Accountancy firm EIN2013-09-30133801517
2012 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$6,729,783
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,105,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,084,304
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$3,459,952
Value of total assets at end of year2012-09-30$21,066,264
Value of total assets at beginning of year2012-09-30$15,441,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$20,931
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$59,871
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$267,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$267,353
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$3,222,488
Participant contributions at end of year2012-09-30$243,315
Participant contributions at beginning of year2012-09-30$303,635
Participant contributions at end of year2012-09-30$35
Participant contributions at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$237,464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$19,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$11,941
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$5,624,548
Value of net assets at end of year (total assets less liabilities)2012-09-30$21,066,264
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$15,441,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$18,976,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$13,496,431
Interest on participant loans2012-09-30$8,875
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$50,996
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,846,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,641,650
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,930,666
Net investment gain/loss from pooled separate accounts2012-09-30$0
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,065,098
Contract administrator fees2012-09-30$20,931
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30DELOITTE & TOUCHE
Accountancy firm EIN2012-09-30133801517
2011 : BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$6,419
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$2,664,691
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,323,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,283,351
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$2,963,884
Value of total assets at end of year2011-09-30$15,441,716
Value of total assets at beginning of year2011-09-30$14,094,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$40,095
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$50,662
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$196,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$196,096
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$2,721,734
Participant contributions at end of year2011-09-30$303,635
Participant contributions at beginning of year2011-09-30$111,828
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$94,909
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$242,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$0
Administrative expenses (other) incurred2011-09-30$14
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,341,245
Value of net assets at end of year (total assets less liabilities)2011-09-30$15,441,716
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$14,094,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$13,496,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$12,753,613
Interest on participant loans2011-09-30$11,676
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$38,986
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,641,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$1,133,702
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-545,951
Net investment gain/loss from pooled separate accounts2011-09-30$0
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$0
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,283,351
Contract administrator fees2011-09-30$40,081
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30DELOITTE & TOUCHE
Accountancy firm EIN2011-09-30133801517
2010 : BE THE MATCH/NMDP EMPLOYEE SAVINGS 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 BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN

2021: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
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: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
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: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
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: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
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: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
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 – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
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 – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BE THE MATCH/NMDP EMPLOYEE SAVINGS 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813509
Policy instance 1
Insurance contract or identification number813509
Number of Individuals Covered0
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813509
Policy instance 1
Insurance contract or identification number813509
Number of Individuals Covered1548
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813509A
Policy instance 1
Insurance contract or identification number813509A
Number of Individuals Covered1351
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813509A
Policy instance 2
Insurance contract or identification number813509A
Number of Individuals Covered1275
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1275
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1203
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1073
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448029
Policy instance 1
Insurance contract or identification number448029
Number of Individuals Covered1080
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $3,013
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $3,013
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePLANMEMBER SECURITIES CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1107
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $3,663
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $3,663
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePLANMEMBER SECURITIES CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1010
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $33,572
Total amount of fees paid to insurance companyUSD $10,988
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $33,572
Amount paid for insurance broker fees10988
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker namePLANMEMBER SECURITIES CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered926
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $8,573
Total amount of fees paid to insurance companyUSD $21,870
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $9,604
Total amount of fees paid to insurance companyUSD $37,688
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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