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BLEITZ WILDLIFE FOUNDATION 403 DC 776 401k Plan overview

Plan NameBLEITZ WILDLIFE FOUNDATION 403 DC 776
Plan identification number 076

BLEITZ WILDLIFE FOUNDATION 403 DC 776 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY has sponsored the creation of one or more 401k plans.

Company Name:WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY
Employer identification number (EIN):956096078
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0327854

More information about WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLEITZ WILDLIFE FOUNDATION 403 DC 776

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0762022-01-01
0762021-01-01
0762020-01-01LINNEA HALL2021-08-20
0762019-01-01LINNEA HALL2020-07-29
0762018-01-01LINNEA HALL2019-08-01 LINNEA HALL2019-08-01
0762017-01-01LINNEA HALL2018-07-30 LINNEA HALL2018-07-30
0762016-01-01LINNEA HALL2017-07-28
0762015-01-01LINNEA HALL2016-07-22 LINNEA HALL2016-07-22
0762014-01-01LINNEA HALL2015-07-30 LINNEA HALL2015-07-30
0762013-01-01LINNEA HALL2014-07-21 LINNEA HALL2014-07-21
0762012-01-01LINNEA HALL LINNEA HALL2013-07-29
0762011-01-01LINNEA HALL2012-07-24
0762010-01-01LINNEA HALL2011-07-27

Plan Statistics for BLEITZ WILDLIFE FOUNDATION 403 DC 776

401k plan membership statisitcs for BLEITZ WILDLIFE FOUNDATION 403 DC 776

Measure Date Value
2012: BLEITZ WILDLIFE FOUNDATION 403 DC 776 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014

Financial Data on BLEITZ WILDLIFE FOUNDATION 403 DC 776

Measure Date Value
2012 : BLEITZ WILDLIFE FOUNDATION 403 DC 776 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total income from all sources (including contributions)2012-12-31$675
Total of all expenses incurred2012-12-31$74
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$7,611
Value of total assets at beginning of year2012-12-31$7,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$127
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$601
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,856
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$127
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,155
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$548
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74
Contract administrator fees2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31TIAA CREF
Accountancy firm EIN2012-12-31131624203

Form 5500 Responses for BLEITZ WILDLIFE FOUNDATION 403 DC 776

2012: BLEITZ WILDLIFE FOUNDATION 403 DC 776 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357776
Policy instance 1
Insurance contract or identification number357776
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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