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Company:
Meredith College

Plan:
Meredith College Non-Faculty and Non-Administrative Pension Plan
 
Form 5500 | Basic Information
Plan Information
Plan Year 07/01/2011 — 06/30/2012
Effective Date of Plan 07/01/1984
Net Assets as of 06/30/2012 $4,385,141
Plan Number 1
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Insurance
Plan Benefit Arrangement Insurance

Participant Information as of 06/30/2012
Active (Eligible) Participants 156
Retired or separated participants receiving benefits 16
Other retired or separated participants entitled to future benefits 126
Subtotal 298
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Total 300
Total number of participants as of 07/01/2011 362
Number of participants with account balances 300
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 3800 Hillsborough Street
Raleigh, NC 27607 -5298
Telephone (919) 760-8850
EIN 56-0530242
Industry Code 611000
Named Administrator Craig Barfield

Plan Administrator Information
Administrator Name Meredith College
Address 3800 Hillsborough Street
Raleigh, NC 27607 -5298
Telephone (919) 760-8850
Administrator EIN 56-0530242

Audit Information
Audit Status Audited
Auditor Cherry Bekaert LLP
Auditor EIN 56-0574444
Audit Opinion Disclaimer
Audit Type Limited Scope Audit

Benefits Provided Under the Plan
Code Benefit Description
2C Money purchase A pension plan, other than a target benefit plan that requires a fixed percentage of compensation to be contributed to each eligible employee.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $300,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period? No  
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?