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MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 401k Plan overview

Plan NameMIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN
Plan identification number 001

MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 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

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

Company Name:EVERSIGHT
Employer identification number (EIN):382117115
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIE COLLINS
0012016-01-01JULIE COLLINS JULIE COLLINS2017-07-31
0012015-01-01JULIE COLLINS
0012014-01-01JULIE COLLINS
0012013-01-01JULIE COLLINS
0012012-01-01JULIE COLLINS
0012011-01-01JULIE COLLINS
0012010-01-01JULIE COLLINS2011-10-06 JULIE COLLINS2011-10-10

Plan Statistics for MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN

401k plan membership statisitcs for MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN

Measure Date Value
2023: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01320
Total number of active participants reported on line 7a of the Form 55002023-01-01159
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01166
Total of all active and inactive participants2023-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01326
Number of participants with account balances2023-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01277
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01168
Total of all active and inactive participants2022-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01293
Number of participants with account balances2022-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01271
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01157
Total of all active and inactive participants2021-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01278
Number of participants with account balances2021-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01162
Total of all active and inactive participants2020-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01271
Number of participants with account balances2020-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01253
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01266
Number of participants with account balances2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01233
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01253
Number of participants with account balances2018-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01233
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01244
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01218
Number of participants with account balances2015-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01184
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01207
Number of participants with account balances2014-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01184
Number of participants with account balances2013-01-01175
2012: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01152
Number of participants with account balances2012-01-01142
2011: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-0193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-01128

Financial Data on MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN

Measure Date Value
2023 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,215,556
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,042,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,018,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,306,942
Value of total assets at end of year2023-12-31$23,102,543
Value of total assets at beginning of year2023-12-31$19,929,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,591
Total interest from all sources2023-12-31$195,846
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$287,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$287,062
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$548,115
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$197,352
Other income not declared elsewhere2023-12-31$16,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,172,981
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,102,543
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,929,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$8,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,229,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,071,236
Value of interest in pooled separate accounts at end of year2023-12-31$546,137
Value of interest in pooled separate accounts at beginning of year2023-12-31$757,415
Interest earned on other investments2023-12-31$195,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,326,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,100,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,501,194
Net investment gain/loss from pooled separate accounts2023-12-31$-91,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$561,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,018,984
Contract administrator fees2023-12-31$14,686
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RETIREMENT PLAN AUDIT SERVICES, LLC
Accountancy firm EIN2023-12-31861928438
2022 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,900,805
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,194,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,163,315
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,092,073
Value of total assets at end of year2022-12-31$19,929,562
Value of total assets at beginning of year2022-12-31$23,025,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,542
Total interest from all sources2022-12-31$160,835
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$235,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$235,937
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$574,303
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,378
Other income not declared elsewhere2022-12-31$20,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,095,662
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,929,562
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,025,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,071,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,308,760
Value of interest in pooled separate accounts at end of year2022-12-31$757,415
Value of interest in pooled separate accounts at beginning of year2022-12-31$745,503
Interest earned on other investments2022-12-31$160,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,100,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,970,961
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,471,724
Net investment gain/loss from pooled separate accounts2022-12-31$61,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$515,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,163,315
Contract administrator fees2022-12-31$31,542
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RETIREMENT PLAN AUDIT SERVICES, LLC
Accountancy firm EIN2022-12-31861928438
2021 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,744,273
Total of all expenses incurred2021-12-31$654,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$628,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,107,876
Value of total assets at end of year2021-12-31$23,025,224
Value of total assets at beginning of year2021-12-31$19,935,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,622
Total interest from all sources2021-12-31$133,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$424,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$424,424
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$509,774
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$115,593
Other income not declared elsewhere2021-12-31$13,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,089,422
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,025,224
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,935,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,308,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,584,201
Value of interest in pooled separate accounts at end of year2021-12-31$745,503
Value of interest in pooled separate accounts at beginning of year2021-12-31$545,156
Interest earned on other investments2021-12-31$133,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,970,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,806,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,963,426
Net investment gain/loss from pooled separate accounts2021-12-31$102,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$482,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$628,229
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31YEO & YEO, PC
Accountancy firm EIN2021-12-31382706146
2020 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,390,513
Total of all expenses incurred2020-12-31$1,411,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,389,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$952,037
Value of total assets at end of year2020-12-31$19,935,802
Value of total assets at beginning of year2020-12-31$17,957,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,420
Total interest from all sources2020-12-31$144,432
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$238,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$238,648
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$475,658
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,956
Other income not declared elsewhere2020-12-31$11,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,978,531
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,935,802
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,957,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,584,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,593,004
Value of interest in pooled separate accounts at end of year2020-12-31$545,156
Value of interest in pooled separate accounts at beginning of year2020-12-31$622,358
Interest earned on other investments2020-12-31$144,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,806,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,741,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,049,801
Net investment gain/loss from pooled separate accounts2020-12-31$-5,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$463,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,389,562
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31YEO & YEO, PC
Accountancy firm EIN2020-12-31382706146
2019 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,770,941
Total of all expenses incurred2019-12-31$1,252,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,230,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$961,560
Value of total assets at end of year2019-12-31$17,957,271
Value of total assets at beginning of year2019-12-31$15,438,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,575
Total interest from all sources2019-12-31$139,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$200,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$200,038
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$429,165
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$61,179
Other income not declared elsewhere2019-12-31$14,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,518,709
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,957,271
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,438,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,593,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,219,307
Value of interest in pooled separate accounts at end of year2019-12-31$622,358
Value of interest in pooled separate accounts at beginning of year2019-12-31$648,925
Interest earned on other investments2019-12-31$139,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,741,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,570,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,421,368
Net investment gain/loss from pooled separate accounts2019-12-31$34,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$471,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,230,657
Contract administrator fees2019-12-31$7,130
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YEO & YEO, PC
Accountancy firm EIN2019-12-31382706146
2018 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$311,216
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,343,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,326,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,012,771
Value of total assets at end of year2018-12-31$15,438,562
Value of total assets at beginning of year2018-12-31$16,471,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,521
Total interest from all sources2018-12-31$136,883
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$79,933
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$79,933
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$497,727
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,503
Other income not declared elsewhere2018-12-31$17,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,032,507
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,438,562
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,471,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,219,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,125,545
Value of interest in pooled separate accounts at end of year2018-12-31$648,925
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,843,293
Interest earned on other investments2018-12-31$136,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,570,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,502,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-967,327
Net investment gain/loss from pooled separate accounts2018-12-31$31,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$512,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,326,202
Contract administrator fees2018-12-31$17,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YEO & YEO, PC
Accountancy firm EIN2018-12-31382706146
2017 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,210,933
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,128,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,128,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,040,428
Value of total assets at end of year2017-12-31$16,471,069
Value of total assets at beginning of year2017-12-31$14,388,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$127,888
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$493,183
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,082,103
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,471,069
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,388,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,125,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,288,828
Value of interest in pooled separate accounts at end of year2017-12-31$1,843,293
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,910,073
Interest earned on other investments2017-12-31$127,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,502,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,190,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,042,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$513,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,128,830
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YEO & YEO, P.C,
Accountancy firm EIN2017-12-31382706146
2016 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,906,556
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$828,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$828,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,038,432
Value of total assets at end of year2016-12-31$14,388,966
Value of total assets at beginning of year2016-12-31$13,310,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$124,184
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$482,544
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,078,527
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,388,966
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,310,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,288,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,630,543
Value of interest in pooled separate accounts at end of year2016-12-31$1,910,073
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,702,794
Interest earned on other investments2016-12-31$124,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,190,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,977,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$743,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$528,927
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$828,029
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YEO & YEO, P.C.
Accountancy firm EIN2016-12-31382706146
2015 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,185,328
Total of all expenses incurred2015-12-31$642,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$642,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,040,965
Value of total assets at end of year2015-12-31$13,310,439
Value of total assets at beginning of year2015-12-31$12,767,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98
Total interest from all sources2015-12-31$110,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$424,935
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$98,093
Administrative expenses (other) incurred2015-12-31$98
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$542,590
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,310,439
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,767,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,630,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,306,875
Value of interest in pooled separate accounts at end of year2015-12-31$1,702,794
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,622,141
Interest earned on other investments2015-12-31$110,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,977,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,838,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$34,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$517,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$642,640
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YEO & YEO, P.C.
Accountancy firm EIN2015-12-31382706146
2014 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,756,019
Total of all expenses incurred2014-12-31$230,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$230,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$962,390
Value of total assets at end of year2014-12-31$12,767,849
Value of total assets at beginning of year2014-12-31$11,241,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$92
Total interest from all sources2014-12-31$101,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$425,737
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,236
Administrative expenses (other) incurred2014-12-31$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,525,869
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,767,849
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,241,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,306,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,608,766
Value of interest in pooled separate accounts at end of year2014-12-31$1,622,141
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,242,550
Interest earned on other investments2014-12-31$101,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,838,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,390,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$572,536
Net investment gain/loss from pooled separate accounts2014-12-31$119,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$500,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$230,058
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YEO & YEO, P.C.
Accountancy firm EIN2014-12-31382706146
2013 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,650,383
Total of all expenses incurred2013-12-31$219,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$218,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$905,498
Value of total assets at end of year2013-12-31$11,241,980
Value of total assets at beginning of year2013-12-31$8,810,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$62
Total interest from all sources2013-12-31$92,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$387,272
Participant contributions at beginning of year2013-12-31$14,124
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$90,229
Administrative expenses (other) incurred2013-12-31$62
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$2,431,336
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,241,980
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,810,644
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,608,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,823,895
Value of interest in pooled separate accounts at end of year2013-12-31$1,242,550
Value of interest in pooled separate accounts at beginning of year2013-12-31$623,464
Interest earned on other investments2013-12-31$92,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$129,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$129,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,390,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,203,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,483,780
Net investment gain/loss from pooled separate accounts2013-12-31$168,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$427,997
Employer contributions (assets) at beginning of year2013-12-31$15,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$218,985
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 name2013-12-31YEO & YEO, P.C.
Accountancy firm EIN2013-12-31382706146
2012 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,978,806
Total of all expenses incurred2012-12-31$56,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,129,621
Value of total assets at end of year2012-12-31$8,810,644
Value of total assets at beginning of year2012-12-31$6,888,456
Total interest from all sources2012-12-31$83,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$302,855
Participant contributions at end of year2012-12-31$14,124
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$491,482
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$1,922,188
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,810,644
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,888,456
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,823,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,554,055
Value of interest in pooled separate accounts at end of year2012-12-31$623,464
Value of interest in pooled separate accounts at beginning of year2012-12-31$293,400
Interest earned on other investments2012-12-31$83,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$129,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,203,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,041,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$732,899
Net investment gain/loss from pooled separate accounts2012-12-31$32,973
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$335,284
Employer contributions (assets) at end of year2012-12-31$15,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,618
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 name2012-12-31YEO & YEO, P.C.
Accountancy firm EIN2012-12-31382706146
2011 : MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$550,811
Total of all expenses incurred2011-12-31$136,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$136,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$560,759
Value of total assets at end of year2011-12-31$6,888,456
Value of total assets at beginning of year2011-12-31$6,473,960
Total interest from all sources2011-12-31$76,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$239,816
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$44,485
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$414,496
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,888,456
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,473,960
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,554,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,493,172
Value of interest in pooled separate accounts at end of year2011-12-31$293,400
Value of interest in pooled separate accounts at beginning of year2011-12-31$214,773
Interest earned on other investments2011-12-31$76,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,041,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,766,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-117,837
Net investment gain/loss from pooled separate accounts2011-12-31$31,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$276,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$136,315
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 name2011-12-31YEO & YEO, P.C.
Accountancy firm EIN2011-12-31382706146

Form 5500 Responses for MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN

2023: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST EYE BANKS 403(B) DC PLAN AND MIDWEST EYE BANKS 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 1
Insurance contract or identification number337071
Number of Individuals Covered162
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 1
Insurance contract or identification number337071
Number of Individuals Covered171
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 1
Insurance contract or identification number337071
Number of Individuals Covered178
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 1
Insurance contract or identification number337071
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 1
Insurance contract or identification number337071
Number of Individuals Covered183
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 2
Insurance contract or identification number337071
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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?Yes
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058842-H
Policy instance 1
Insurance contract or identification number058842-H
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $532
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees532
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337072
Policy instance 3
Insurance contract or identification number337072
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337071
Policy instance 2
Insurance contract or identification number337071
Number of Individuals Covered197
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058842-H
Policy instance 1
Insurance contract or identification number058842-H
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
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
Amount paid for insurance broker fees716
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE

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