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THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameTHE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN
Plan identification number 001

THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

INDIANA MASONIC HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA MASONIC HOME, INC.
Employer identification number (EIN):352187477
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01ROBERT DEVRIES2015-07-30
0012013-01-01ROBERT DEVRIES ROBERT DEVRIES2014-10-15
0012012-01-01LYNN AUFFART
0012011-01-01LYNN AUFFART
0012009-01-01MICHAEL MALANDRAKIS
0012009-01-01

Plan Statistics for THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN

Measure Date Value
2013: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01506
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01520
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-01211
Number of other retired or separated participants entitled to future benefits2012-01-01180
Total of all active and inactive participants2012-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0124
Total participants2012-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01532
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-01215
Number of other retired or separated participants entitled to future benefits2011-01-01176
Total of all active and inactive participants2011-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0123
Total participants2011-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01552
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of retired or separated participants receiving benefits2009-01-01207
Number of other retired or separated participants entitled to future benefits2009-01-01175
Total of all active and inactive participants2009-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0121
Total participants2009-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN

Measure Date Value
2013 : THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,126,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,744,394
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$21,281,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,202,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,776,037
Value of total assets at end of year2013-12-31$4,135,761
Value of total assets at beginning of year2013-12-31$16,546,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,399
Total interest from all sources2013-12-31$410
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,126,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-16,537,078
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,940
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,546,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$79,399
Value of interest in common/collective trusts at beginning of year2013-12-31$16,638,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,113,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$-92,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$-92,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$410
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,126,821
Net investment gain or loss from common/collective trusts2013-12-31$-1,032,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,776,037
Employer contributions (assets) at end of year2013-12-31$22,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,075,252
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2012 : THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,333,203
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,221,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,125,838
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$16,546,018
Value of total assets at beginning of year2012-12-31$15,434,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$96,063
Total interest from all sources2012-12-31$40
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 year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$1,111,302
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,546,018
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,434,716
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$96,063
Value of interest in common/collective trusts at end of year2012-12-31$16,638,476
Value of interest in common/collective trusts at beginning of year2012-12-31$12,392,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$-92,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$-63,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$-63,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40
Net investment gain or loss from common/collective trusts2012-12-31$2,333,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Employer contributions (assets) at beginning of year2012-12-31$3,104,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,125,838
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2012-12-31351090346
2011 : THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,947,790
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,246,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,120,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,419,948
Value of total assets at end of year2011-12-31$15,434,716
Value of total assets at beginning of year2011-12-31$13,733,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125,306
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$9,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,701,657
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,434,716
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,733,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$125,306
Value of interest in common/collective trusts at end of year2011-12-31$12,392,974
Value of interest in common/collective trusts at beginning of year2011-12-31$13,716,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$-63,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$-56,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$-56,028
Net investment gain or loss from common/collective trusts2011-12-31$-481,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,419,948
Employer contributions (assets) at end of year2011-12-31$3,104,987
Employer contributions (assets) at beginning of year2011-12-31$72,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,120,827
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-12-31351090346
2010 : THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,902,465
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,204,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,076,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$442,272
Value of total assets at end of year2010-12-31$13,733,059
Value of total assets at beginning of year2010-12-31$13,035,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$127,768
Total interest from all sources2010-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$1,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$697,721
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,733,059
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,035,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$127,768
Value of interest in common/collective trusts at end of year2010-12-31$13,716,815
Value of interest in common/collective trusts at beginning of year2010-12-31$12,839,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$-56,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-58,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-58,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain or loss from common/collective trusts2010-12-31$1,458,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$442,272
Employer contributions (assets) at end of year2010-12-31$72,272
Employer contributions (assets) at beginning of year2010-12-31$254,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,076,976
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2010-12-31351090346
2009 : THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN

2013: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE INDIANA MASONIC HOME EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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