401k Plan data: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN plan

WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 401k Plan overview

Plan Name	WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN
Plan identification number	511

WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

WILLAMETTE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: WILLAMETTE UNIVERSITY

Employer identification number (EIN): 930386972

NAIC Classification: 611000

Additional information about WILLAMETTE UNIVERSITY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1853-01-21

Company Identification Number: 574418

Legal Registered Office Address: 900 STATE ST

SALEM
United States of America (USA)
97301

More information about WILLAMETTE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
511 2007-04-01 KEITH GRIMM KEITH GRIMM 2010-03-15
511 2006-04-01 KEITH GRIMM KEITH GRIMM 2010-03-15
511 2005-04-01 KEITH GRIMM KEITH GRIMM 2010-03-15
511 2004-04-01 KEITH GRIMM KEITH GRIMM 2010-03-15
511 2003-06-01 KEITH GRIMM KEITH GRIMM 2010-03-15
511 2002-06-01 KEITH GRIMM KEITH GRIMM 2010-03-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
511	2007-04-01	KEITH GRIMM	KEITH GRIMM	2010-03-15
511	2006-04-01	KEITH GRIMM	KEITH GRIMM	2010-03-15
511	2005-04-01	KEITH GRIMM	KEITH GRIMM	2010-03-15
511	2004-04-01	KEITH GRIMM	KEITH GRIMM	2010-03-15
511	2003-06-01	KEITH GRIMM	KEITH GRIMM	2010-03-15
511	2002-06-01	KEITH GRIMM	KEITH GRIMM	2010-03-15

Plan Statistics for WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN

401k plan membership statisitcs for WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN

Measure Date Value
2007: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-04-01 195
Total number of active participants reported on line 7a of the Form 5500 2007-04-01 210
Total of all active and inactive participants 2007-04-01 210
2006: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2006 401k membership
Total participants, beginning-of-year 2006-04-01 151
Total number of active participants reported on line 7a of the Form 5500 2006-04-01 195
Total of all active and inactive participants 2006-04-01 195
2005: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2005 401k membership
Total participants, beginning-of-year 2005-04-01 128
Total number of active participants reported on line 7a of the Form 5500 2005-04-01 151
Total of all active and inactive participants 2005-04-01 151
2004: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2004 401k membership
Total participants, beginning-of-year 2004-04-01 103
Total number of active participants reported on line 7a of the Form 5500 2004-04-01 128
Total of all active and inactive participants 2004-04-01 128
2003: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2003 401k membership
Total participants, beginning-of-year 2003-06-01 101
Total number of active participants reported on line 7a of the Form 5500 2003-06-01 103
Total of all active and inactive participants 2003-06-01 103
2002: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2002 401k membership
Total participants, beginning-of-year 2002-06-01 101
Total number of active participants reported on line 7a of the Form 5500 2002-06-01 101
Total of all active and inactive participants 2002-06-01 101

Measure	Date	Value
2007: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-04-01	195
Total number of active participants reported on line 7a of the Form 5500	2007-04-01	210
Total of all active and inactive participants	2007-04-01	210
2006: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2006 401k membership
Total participants, beginning-of-year	2006-04-01	151
Total number of active participants reported on line 7a of the Form 5500	2006-04-01	195
Total of all active and inactive participants	2006-04-01	195
2005: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2005 401k membership
Total participants, beginning-of-year	2005-04-01	128
Total number of active participants reported on line 7a of the Form 5500	2005-04-01	151
Total of all active and inactive participants	2005-04-01	151
2004: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2004 401k membership
Total participants, beginning-of-year	2004-04-01	103
Total number of active participants reported on line 7a of the Form 5500	2004-04-01	128
Total of all active and inactive participants	2004-04-01	128
2003: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2003 401k membership
Total participants, beginning-of-year	2003-06-01	101
Total number of active participants reported on line 7a of the Form 5500	2003-06-01	103
Total of all active and inactive participants	2003-06-01	103
2002: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2002 401k membership
Total participants, beginning-of-year	2002-06-01	101
Total number of active participants reported on line 7a of the Form 5500	2002-06-01	101
Total of all active and inactive participants	2002-06-01	101

Form 5500 Responses for WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN

2007: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2007 form 5500 responses
2007-04-01	Type of plan entity	Single employer plan
2007-04-01	Submission has been amended	No
2007-04-01	This submission is the final filing	No
2007-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-04-01	Plan is a collectively bargained plan	No
2007-04-01	Plan funding arrangement – General assets of the sponsor	Yes
2007-04-01	Plan benefit arrangement – General assets of the sponsor	Yes
2006: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2006 form 5500 responses
2006-04-01	Type of plan entity	Single employer plan
2006-04-01	Submission has been amended	No
2006-04-01	This submission is the final filing	No
2006-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-04-01	Plan is a collectively bargained plan	No
2006-04-01	Plan funding arrangement – General assets of the sponsor	Yes
2006-04-01	Plan benefit arrangement – General assets of the sponsor	Yes
2005: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2005 form 5500 responses
2005-04-01	Type of plan entity	Single employer plan
2005-04-01	Submission has been amended	No
2005-04-01	This submission is the final filing	No
2005-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-04-01	Plan is a collectively bargained plan	No
2005-04-01	Plan funding arrangement – General assets of the sponsor	Yes
2005-04-01	Plan benefit arrangement – General assets of the sponsor	Yes
2004: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2004 form 5500 responses
2004-04-01	Type of plan entity	Single employer plan
2004-04-01	Submission has been amended	No
2004-04-01	This submission is the final filing	No
2004-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-04-01	Plan is a collectively bargained plan	No
2004-04-01	Plan funding arrangement – General assets of the sponsor	Yes
2004-04-01	Plan benefit arrangement – General assets of the sponsor	Yes
2003: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2003 form 5500 responses
2003-06-01	Type of plan entity	Single employer plan
2003-06-01	Submission has been amended	No
2003-06-01	This submission is the final filing	No
2003-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2003-06-01	Plan is a collectively bargained plan	No
2003-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2003-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2002: WILLAMETTE UNIVERSITY FLEXIBLE SPENDING ACCOUNT PLAN 2002 form 5500 responses
2002-06-01	Type of plan entity	Single employer plan
2002-06-01	First time form 5500 has been submitted	Yes
2002-06-01	Submission has been amended	No
2002-06-01	This submission is the final filing	No
2002-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-06-01	Plan is a collectively bargained plan	No
2002-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2002-06-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	WILLAMETTE UNIVERSITY
Employer identification number (EIN):	930386972
NAIC Classification:	611000

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1853-01-21
Company Identification Number:	574418
Legal Registered Office Address:	900 STATE ST SALEM United States of America (USA) 97301