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RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HUNTINGTON MEDICAL RESEARCH INSTITUTES has sponsored the creation of one or more 401k plans.

Company Name:HUNTINGTON MEDICAL RESEARCH INSTITUTES
Employer identification number (EIN):951757119
NAIC Classification:541700

Additional information about HUNTINGTON MEDICAL RESEARCH INSTITUTES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0266185

More information about HUNTINGTON MEDICAL RESEARCH INSTITUTES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01GABRIEL RINCON2023-07-14 GABRIEL RINCON2023-07-14
0012020-10-01GABRIEL RINCON2022-08-11 GABRIEL RINCON2022-08-11
0012019-10-01JULIA E. BRADSHER2021-07-14 JULIA E. BRADSHER2021-07-14
0012018-10-01ARMANDO NEVAREZ2020-07-10
0012017-10-01FRANK DAVIS2019-06-18
0012016-10-01
0012015-10-01
0012014-10-01
0012014-10-01
0012013-10-01FRANK DAVIS
0012012-10-01FRANK DAVIS
0012011-10-01FRANK DAVIS
0012009-07-01
0012009-07-01FRANK DAVIS
0012009-07-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2022 401k membership
Market value of plan assets2022-09-3011,037,226
Acturial value of plan assets2022-09-3011,037,226
Funding target for retired participants and beneficiaries receiving payment2022-09-3010,196,632
Number of terminated vested participants2022-09-3025
Fundng target for terminated vested participants2022-09-301,050,015
Active participant vested funding target2022-09-30942,679
Number of active participants2022-09-308
Total funding liabilities for active participants2022-09-30953,552
Total participant count2022-09-3078
Total funding target for all participants2022-09-3012,200,199
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-3011,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-3012,174
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30257,061
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30250,550
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3087,816
Net shortfall amortization installment of oustanding balance2022-09-301,162,973
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-30196,253
Additional cash requirement2022-09-30196,253
Contributions allocatedtoward minimum required contributions for current year2022-09-30250,550
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2021 401k membership
Total participants, beginning-of-year2021-10-0178
Total number of active participants reported on line 7a of the Form 55002021-10-018
Number of retired or separated participants receiving benefits2021-10-0137
Number of other retired or separated participants entitled to future benefits2021-10-0124
Total of all active and inactive participants2021-10-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-017
Total participants2021-10-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3010,768,159
Acturial value of plan assets2021-09-3010,768,159
Funding target for retired participants and beneficiaries receiving payment2021-09-309,804,464
Number of terminated vested participants2021-09-3027
Fundng target for terminated vested participants2021-09-301,140,170
Active participant vested funding target2021-09-301,504,367
Number of active participants2021-09-3011
Total funding liabilities for active participants2021-09-301,515,677
Total participant count2021-09-3079
Total funding target for all participants2021-09-3012,460,311
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-3086
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3091
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30535,572
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30519,765
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3087,594
Net shortfall amortization installment of oustanding balance2021-09-301,582,713
Total funding amount beforereflecting carryover/prefunding balances2021-09-30508,244
Additional cash requirement2021-09-30508,244
Contributions allocatedtoward minimum required contributions for current year2021-09-30519,765
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2020 401k membership
Total participants, beginning-of-year2020-10-0179
Total number of active participants reported on line 7a of the Form 55002020-10-018
Number of retired or separated participants receiving benefits2020-10-0137
Number of other retired or separated participants entitled to future benefits2020-10-0125
Total of all active and inactive participants2020-10-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-018
Total participants2020-10-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-3010,966,671
Acturial value of plan assets2020-09-3010,966,671
Funding target for retired participants and beneficiaries receiving payment2020-09-3010,073,843
Number of terminated vested participants2020-09-3029
Fundng target for terminated vested participants2020-09-301,407,822
Active participant vested funding target2020-09-301,517,608
Number of active participants2020-09-3011
Total funding liabilities for active participants2020-09-301,529,081
Total participant count2020-09-3079
Total funding target for all participants2020-09-3013,010,746
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30747,431
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30713,227
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30136,075
Net shortfall amortization installment of oustanding balance2020-09-302,044,075
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30713,141
Additional cash requirement2020-09-30713,141
Contributions allocatedtoward minimum required contributions for current year2020-09-30713,227
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2019 401k membership
Total participants, beginning-of-year2019-10-0179
Total number of active participants reported on line 7a of the Form 55002019-10-0111
Number of retired or separated participants receiving benefits2019-10-0133
Number of other retired or separated participants entitled to future benefits2019-10-0127
Total of all active and inactive participants2019-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-018
Total participants2019-10-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3010,957,367
Acturial value of plan assets2019-09-3010,957,367
Funding target for retired participants and beneficiaries receiving payment2019-09-309,416,477
Number of terminated vested participants2019-09-3029
Fundng target for terminated vested participants2019-09-301,400,384
Active participant vested funding target2019-09-302,061,513
Number of active participants2019-09-3013
Total funding liabilities for active participants2019-09-302,072,706
Total participant count2019-09-3079
Total funding target for all participants2019-09-3012,889,567
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30457,722
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30442,335
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3089,474
Net shortfall amortization installment of oustanding balance2019-09-301,932,200
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30437,943
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-30437,943
Contributions allocatedtoward minimum required contributions for current year2019-09-30442,335
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2018 401k membership
Total participants, beginning-of-year2018-10-0179
Total number of active participants reported on line 7a of the Form 55002018-10-0111
Number of retired or separated participants receiving benefits2018-10-0131
Number of other retired or separated participants entitled to future benefits2018-10-0129
Total of all active and inactive participants2018-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-018
Total participants2018-10-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3010,810,643
Acturial value of plan assets2018-09-3010,810,643
Funding target for retired participants and beneficiaries receiving payment2018-09-308,753,631
Number of terminated vested participants2018-09-3029
Fundng target for terminated vested participants2018-09-301,620,869
Active participant vested funding target2018-09-301,964,957
Number of active participants2018-09-3014
Total funding liabilities for active participants2018-09-301,975,181
Total participant count2018-09-3080
Total funding target for all participants2018-09-3012,349,681
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-304,984
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-305,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30595,894
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30569,833
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3089,508
Net shortfall amortization installment of oustanding balance2018-09-301,539,038
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30569,256
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-30569,256
Contributions allocatedtoward minimum required contributions for current year2018-09-30569,833
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2017 401k membership
Total participants, beginning-of-year2017-10-0180
Total number of active participants reported on line 7a of the Form 55002017-10-0113
Number of retired or separated participants receiving benefits2017-10-0129
Number of other retired or separated participants entitled to future benefits2017-10-0129
Total of all active and inactive participants2017-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-018
Total participants2017-10-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3010,556,980
Acturial value of plan assets2017-09-3010,556,980
Funding target for retired participants and beneficiaries receiving payment2017-09-308,882,104
Number of terminated vested participants2017-09-3029
Fundng target for terminated vested participants2017-09-301,503,131
Active participant vested funding target2017-09-301,874,823
Number of active participants2017-09-3015
Total funding liabilities for active participants2017-09-301,886,905
Total participant count2017-09-3084
Total funding target for all participants2017-09-3012,272,140
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30713
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30719,288
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30691,013
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3089,210
Net shortfall amortization installment of oustanding balance2017-09-301,715,160
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30686,029
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-30686,029
Contributions allocatedtoward minimum required contributions for current year2017-09-30691,013
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2016 401k membership
Total participants, beginning-of-year2016-10-0184
Total number of active participants reported on line 7a of the Form 55002016-10-0114
Number of retired or separated participants receiving benefits2016-10-0128
Number of other retired or separated participants entitled to future benefits2016-10-0129
Total of all active and inactive participants2016-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-019
Total participants2016-10-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2015 401k membership
Total participants, beginning-of-year2015-10-0185
Total number of active participants reported on line 7a of the Form 55002015-10-0115
Number of retired or separated participants receiving benefits2015-10-0131
Number of other retired or separated participants entitled to future benefits2015-10-0129
Total of all active and inactive participants2015-10-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-019
Total participants2015-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2014 401k membership
Total participants, beginning-of-year2014-10-0184
Total number of active participants reported on line 7a of the Form 55002014-10-0117
Number of retired or separated participants receiving benefits2014-10-0133
Number of other retired or separated participants entitled to future benefits2014-10-0127
Total of all active and inactive participants2014-10-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-018
Total participants2014-10-0185
Number of participants with account balances2014-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2013 401k membership
Total participants, beginning-of-year2013-10-0185
Total number of active participants reported on line 7a of the Form 55002013-10-0124
Number of retired or separated participants receiving benefits2013-10-0137
Number of other retired or separated participants entitled to future benefits2013-10-0122
Total of all active and inactive participants2013-10-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2012 401k membership
Total participants, beginning-of-year2012-10-0186
Total number of active participants reported on line 7a of the Form 55002012-10-0125
Number of retired or separated participants receiving benefits2012-10-0134
Number of other retired or separated participants entitled to future benefits2012-10-0125
Total of all active and inactive participants2012-10-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2011 401k membership
Total participants, beginning-of-year2011-10-0189
Total number of active participants reported on line 7a of the Form 55002011-10-0128
Number of retired or separated participants receiving benefits2011-10-0133
Number of other retired or separated participants entitled to future benefits2011-10-0124
Total of all active and inactive participants2011-10-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2009 401k membership
Total participants, beginning-of-year2009-07-0196
Total number of active participants reported on line 7a of the Form 55002009-07-0137
Number of retired or separated participants receiving benefits2009-07-0130
Number of other retired or separated participants entitled to future benefits2009-07-0124
Total of all active and inactive participants2009-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0192
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2022 401k financial data
Total income from all sources2022-09-30$758,730
Expenses. Total of all expenses incurred2022-09-30$955,154
Benefits paid (including direct rollovers)2022-09-30$868,150
Total plan assets at end of year2022-09-30$10,840,802
Total plan assets at beginning of year2022-09-30$11,037,226
Value of fidelity bond covering the plan2022-09-30$1,000,000
Other income received2022-09-30$501,669
Net income (gross income less expenses)2022-09-30$-196,424
Net plan assets at end of year (total assets less liabilities)2022-09-30$10,840,802
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$11,037,226
Total contributions received or receivable from employer(s)2022-09-30$257,061
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$87,004
2021 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2021 401k financial data
Total income from all sources2021-09-30$1,053,823
Expenses. Total of all expenses incurred2021-09-30$896,132
Benefits paid (including direct rollovers)2021-09-30$808,316
Total plan assets at end of year2021-09-30$11,037,226
Total plan assets at beginning of year2021-09-30$10,879,535
Value of fidelity bond covering the plan2021-09-30$1,000,000
Other income received2021-09-30$518,251
Net income (gross income less expenses)2021-09-30$157,691
Net plan assets at end of year (total assets less liabilities)2021-09-30$11,037,226
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$10,879,535
Total contributions received or receivable from employer(s)2021-09-30$535,572
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$87,816
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2020 401k financial data
Total income from all sources2020-09-30$834,775
Expenses. Total of all expenses incurred2020-09-30$921,911
Benefits paid (including direct rollovers)2020-09-30$834,317
Total plan assets at end of year2020-09-30$10,879,535
Total plan assets at beginning of year2020-09-30$10,966,671
Value of fidelity bond covering the plan2020-09-30$1,000,000
Other income received2020-09-30$87,344
Net income (gross income less expenses)2020-09-30$-87,136
Net plan assets at end of year (total assets less liabilities)2020-09-30$10,879,535
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$10,966,671
Total contributions received or receivable from employer(s)2020-09-30$747,431
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$87,594
2019 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2019 401k financial data
Total income from all sources2019-09-30$942,996
Expenses. Total of all expenses incurred2019-09-30$935,706
Benefits paid (including direct rollovers)2019-09-30$799,631
Total plan assets at end of year2019-09-30$10,966,671
Total plan assets at beginning of year2019-09-30$10,959,381
Value of fidelity bond covering the plan2019-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2019-09-30$47,163
Other income received2019-09-30$485,274
Net income (gross income less expenses)2019-09-30$7,290
Net plan assets at end of year (total assets less liabilities)2019-09-30$10,966,671
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$10,959,381
Total contributions received or receivable from employer(s)2019-09-30$457,722
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$88,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2017 401k financial data
Total income from all sources2017-09-30$1,103,412
Expenses. Total of all expenses incurred2017-09-30$849,667
Benefits paid (including direct rollovers)2017-09-30$760,160
Total plan assets at end of year2017-09-30$10,811,421
Total plan assets at beginning of year2017-09-30$10,557,676
Value of fidelity bond covering the plan2017-09-30$1,000,000
Other income received2017-09-30$384,124
Net income (gross income less expenses)2017-09-30$253,745
Net plan assets at end of year (total assets less liabilities)2017-09-30$10,811,421
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$10,557,676
Total contributions received or receivable from employer(s)2017-09-30$719,288
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$89,507
2016 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2016 401k financial data
Total income from all sources2016-09-30$1,124,136
Expenses. Total of all expenses incurred2016-09-30$850,881
Benefits paid (including direct rollovers)2016-09-30$761,661
Total plan assets at end of year2016-09-30$10,557,676
Total plan assets at beginning of year2016-09-30$10,284,421
Value of fidelity bond covering the plan2016-09-30$1,000,000
Other income received2016-09-30$384,893
Net income (gross income less expenses)2016-09-30$273,255
Net plan assets at end of year (total assets less liabilities)2016-09-30$10,557,676
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$10,284,421
Total contributions received or receivable from employer(s)2016-09-30$739,243
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$89,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2015 401k financial data
Total income from all sources2015-09-30$1,266,802
Expenses. Total of all expenses incurred2015-09-30$830,176
Benefits paid (including direct rollovers)2015-09-30$741,930
Total plan assets at end of year2015-09-30$10,284,421
Total plan assets at beginning of year2015-09-30$9,847,795
Value of fidelity bond covering the plan2015-09-30$1,000,000
Other income received2015-09-30$401,811
Net income (gross income less expenses)2015-09-30$436,626
Net plan assets at end of year (total assets less liabilities)2015-09-30$10,284,421
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$9,847,795
Total contributions received or receivable from employer(s)2015-09-30$864,991
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$88,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2014 401k financial data
Total income from all sources2014-09-30$1,238,894
Expenses. Total of all expenses incurred2014-09-30$758,516
Benefits paid (including direct rollovers)2014-09-30$671,560
Total plan assets at end of year2014-09-30$9,847,795
Total plan assets at beginning of year2014-09-30$9,367,417
Value of fidelity bond covering the plan2014-09-30$1,000,000
Other income received2014-09-30$415,885
Net income (gross income less expenses)2014-09-30$480,378
Net plan assets at end of year (total assets less liabilities)2014-09-30$9,847,795
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$9,367,417
Total contributions received or receivable from employer(s)2014-09-30$823,009
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$86,956
2013 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2013 401k financial data
Total income from all sources2013-09-30$1,047,039
Expenses. Total of all expenses incurred2013-09-30$743,606
Benefits paid (including direct rollovers)2013-09-30$658,039
Total plan assets at end of year2013-09-30$9,367,417
Total plan assets at beginning of year2013-09-30$9,063,984
Value of fidelity bond covering the plan2013-09-30$1,000,000
Other income received2013-09-30$413,853
Net income (gross income less expenses)2013-09-30$303,433
Net plan assets at end of year (total assets less liabilities)2013-09-30$9,367,417
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$9,063,984
Total contributions received or receivable from employer(s)2013-09-30$633,186
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$85,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total income from all sources2012-09-30$1,292,788
Expenses. Total of all expenses incurred2012-09-30$649,818
Benefits paid (including direct rollovers)2012-09-30$567,248
Total plan assets at end of year2012-09-30$9,063,984
Total plan assets at beginning of year2012-09-30$8,421,014
Value of fidelity bond covering the plan2012-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2012-09-30$82,570
Other income received2012-09-30$399,064
Net income (gross income less expenses)2012-09-30$642,970
Net plan assets at end of year (total assets less liabilities)2012-09-30$9,063,984
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$8,421,014
Total contributions received or receivable from employer(s)2012-09-30$893,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2011 401k financial data
Total income from all sources2011-09-30$958,899
Expenses. Total of all expenses incurred2011-09-30$574,799
Benefits paid (including direct rollovers)2011-09-30$509,545
Total plan assets at end of year2011-09-30$8,421,014
Total plan assets at beginning of year2011-09-30$8,036,914
Value of fidelity bond covering the plan2011-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2011-09-30$65,254
Other income received2011-09-30$410,963
Net income (gross income less expenses)2011-09-30$384,100
Net plan assets at end of year (total assets less liabilities)2011-09-30$8,421,014
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$8,036,914
Total contributions received or receivable from employer(s)2011-09-30$547,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2010 401k financial data
Transfers to/from the plan2010-09-30$0
Total income from all sources2010-09-30$148,982
Expenses. Total of all expenses incurred2010-09-30$146,968
Benefits paid (including direct rollovers)2010-09-30$126,848
Total plan assets at end of year2010-09-30$8,036,914
Total plan assets at beginning of year2010-09-30$8,034,900
Value of fidelity bond covering the plan2010-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2010-09-30$20,120
Other income received2010-09-30$100,495
Net income (gross income less expenses)2010-09-30$2,014
Net plan assets at end of year (total assets less liabilities)2010-09-30$8,036,914
Net plan assets at beginning of year (total assets less liabilities)2010-09-30$8,034,900
Total contributions received or receivable from employer(s)2010-09-30$48,487
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES

2021: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
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: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF HUNTINGTON MEDICAL RESEARCH INSTITUTES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered76
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered78
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered79
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered79
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered79
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered84
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered85
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered85
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered86
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered89
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number1822
Policy instance 1
Insurance contract or identification number1822
Number of Individuals Covered92
Insurance policy start date2010-07-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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