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403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 401k Plan overview

Plan Name403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN
Plan identification number 002

403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

METHODIST HOME FOR CHILDREN, INC. has sponsored the creation of one or more 401k plans.

Company Name:METHODIST HOME FOR CHILDREN, INC.
Employer identification number (EIN):560547482
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PETER WILLIAMS2024-10-16
0022022-01-01PETER M. WILLIAMS2023-10-16
0022021-01-01PETER M. WILLIAMS2022-10-17
0022020-01-01PETER M. WILLIAMS2021-10-12
0022019-01-01PETER M. WILLIAMS2020-10-12
0022018-01-01PETER M. WILLIAMS2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JAMES T WILLIFORD
0022011-01-01JAMES T WILLIFORD
0022010-01-01JAMES T WILLIFORD
0022009-01-01JAMES T WILLIFORD
0022009-01-01JAMES T WILLIFORD

Plan Statistics for 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN

401k plan membership statisitcs for 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN

Measure Date Value
2023: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2023 401k membership
Total participants, beginning-of-year2023-01-01504
Total number of active participants reported on line 7a of the Form 55002023-01-01355
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-01163
Total of all active and inactive participants2023-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01521
Number of participants with account balances2023-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0135
2022: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2022 401k membership
Total participants, beginning-of-year2022-01-01471
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01243
Total of all active and inactive participants2022-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01504
Number of participants with account balances2022-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2021 401k membership
Total participants, beginning-of-year2021-01-01450
Total number of active participants reported on line 7a of the Form 55002021-01-01334
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01471
Number of participants with account balances2021-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0169
2020: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2020 401k membership
Total participants, beginning-of-year2020-01-01400
Total number of active participants reported on line 7a of the Form 55002020-01-01348
Number of other retired or separated participants entitled to future benefits2020-01-01100
Total of all active and inactive participants2020-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01450
Number of participants with account balances2020-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01307
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01400
Total participants2019-01-01400
Number of participants with account balances2019-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2018 401k membership
Total participants, beginning-of-year2018-01-01326
Total number of active participants reported on line 7a of the Form 55002018-01-01290
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01356
Number of participants with account balances2018-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01326
Number of participants with account balances2017-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2016 401k membership
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-01225
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01289
Number of participants with account balances2016-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0152
2015: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01224
Total participants2015-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01138
Total participants2014-01-01138
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01143
Total participants2013-01-01143
Number of participants with account balances2013-01-01143
2012: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01141
Total participants2012-01-01141
Number of participants with account balances2012-01-01141
2011: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01119
Number of participants with account balances2011-01-01119
2010: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2010 401k membership
Total participants, beginning-of-year2010-01-01101
Total number of active participants reported on line 7a of the Form 55002010-01-0178
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01112
Total participants2010-01-01112
Number of participants with account balances2010-01-01112
2009: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2009 401k membership
Total participants, beginning-of-year2009-01-01103
Total number of active participants reported on line 7a of the Form 55002009-01-0170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01101
Total participants2009-01-01101
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN

Measure Date Value
2023 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,975,661
Total of all expenses incurred2023-12-31$405,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$402,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$553,847
Value of total assets at end of year2023-12-31$9,644,654
Value of total assets at beginning of year2023-12-31$8,074,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,560
Total interest from all sources2023-12-31$23,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$393,247
Participant contributions at end of year2023-12-31$109,941
Participant contributions at beginning of year2023-12-31$88,104
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$20,239
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$1,570,074
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,644,654
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,074,580
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,324,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,794,652
Interest earned on other investments2023-12-31$23,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,209,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,191,824
Net investment gain/loss from pooled separate accounts2023-12-31$1,398,184
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$140,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$402,027
Contract administrator fees2023-12-31$3,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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 name2023-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2023-12-31561031342
2022 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2022 401k financial data
Expenses. Interest paid2022-12-31$8,970
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$8,970
Total income from all sources (including contributions)2022-12-31$-1,005,096
Total of all expenses incurred2022-12-31$120,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$107,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$571,270
Value of total assets at end of year2022-12-31$8,074,580
Value of total assets at beginning of year2022-12-31$9,200,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$413,336
Participant contributions at end of year2022-12-31$88,104
Participant contributions at beginning of year2022-12-31$82,831
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,125,602
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,074,580
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,200,182
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,794,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,951,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,191,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,165,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,576,366
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$154,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$107,734
Contract administrator fees2022-12-31$3,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2022-12-31561031342
2021 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,094,296
Total of all expenses incurred2021-12-31$226,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$222,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$897,026
Value of total assets at end of year2021-12-31$9,200,182
Value of total assets at beginning of year2021-12-31$7,332,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,944
Total interest from all sources2021-12-31$16,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$376,925
Participant contributions at end of year2021-12-31$82,831
Participant contributions at beginning of year2021-12-31$113,184
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$375,084
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$1,868,008
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,200,182
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,332,174
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,951,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,198,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,165,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,020,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,181,220
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$145,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$222,344
Contract administrator fees2021-12-31$3,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2021-12-31561031342
2020 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,802,759
Total of all expenses incurred2020-12-31$261,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$258,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$699,321
Value of total assets at end of year2020-12-31$7,332,174
Value of total assets at beginning of year2020-12-31$5,791,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,051
Total interest from all sources2020-12-31$14,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$344,636
Participant contributions at end of year2020-12-31$113,184
Participant contributions at beginning of year2020-12-31$111,476
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$220,179
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$1,541,035
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,332,174
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,791,139
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,198,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,760,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,020,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$919,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,088,886
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$134,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$258,673
Contract administrator fees2020-12-31$3,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2020-12-31561031342
2019 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,508,093
Total income from all sources (including contributions)2019-12-31$1,508,093
Total of all expenses incurred2019-12-31$456,350
Total of all expenses incurred2019-12-31$456,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$521,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$521,595
Value of total assets at end of year2019-12-31$5,791,139
Value of total assets at end of year2019-12-31$5,791,139
Value of total assets at beginning of year2019-12-31$4,739,396
Value of total assets at beginning of year2019-12-31$4,739,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,685
Total interest from all sources2019-12-31$19,297
Total interest from all sources2019-12-31$19,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$334,292
Contributions received from participants2019-12-31$334,292
Participant contributions at end of year2019-12-31$111,476
Participant contributions at end of year2019-12-31$111,476
Participant contributions at beginning of year2019-12-31$127,676
Participant contributions at beginning of year2019-12-31$127,676
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,812
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,812
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
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$1,051,743
Value of net income/loss2019-12-31$1,051,743
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,791,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,791,139
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,739,396
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,739,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,760,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,760,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,878,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,878,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$919,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$919,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$732,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$732,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$967,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$967,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$127,491
Contributions received in cash from employer2019-12-31$127,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,665
Contract administrator fees2019-12-31$2,685
Contract administrator fees2019-12-31$2,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm name2019-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2019-12-31561031342
Accountancy firm EIN2019-12-31561031342
2018 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$204,227
Total of all expenses incurred2018-12-31$538,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$535,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$521,434
Value of total assets at end of year2018-12-31$4,739,396
Value of total assets at beginning of year2018-12-31$5,073,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,070
Total interest from all sources2018-12-31$9,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$305,314
Participant contributions at end of year2018-12-31$127,676
Participant contributions at beginning of year2018-12-31$120,005
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$113,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-333,840
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,739,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,073,236
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$3,878,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,118,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$732,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$834,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-327,048
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$102,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$535,997
Contract administrator fees2018-12-31$2,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2018-12-31561031342
2017 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,125,671
Total of all expenses incurred2017-12-31$262,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$516,916
Value of total assets at end of year2017-12-31$5,073,236
Value of total assets at beginning of year2017-12-31$4,209,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,666
Total interest from all sources2017-12-31$10,328
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$252,691
Participant contributions at end of year2017-12-31$120,005
Participant contributions at beginning of year2017-12-31$113,463
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$178,360
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$863,457
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,073,236
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,209,779
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$4,118,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,306,425
Interest earned on other investments2017-12-31$10,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$834,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$789,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$598,427
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$85,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,548
Contract administrator fees2017-12-31$1,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2017-12-31561031342
2016 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$614,478
Total of all expenses incurred2016-12-31$277,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$272,330
Expenses. Certain deemed distributions of participant loans2016-12-31$3,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$347,465
Value of total assets at end of year2016-12-31$4,209,779
Value of total assets at beginning of year2016-12-31$3,872,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,478
Total interest from all sources2016-12-31$9,336
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$249,788
Participant contributions at end of year2016-12-31$113,463
Participant contributions at beginning of year2016-12-31$144,556
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$3,499
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,249
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$336,947
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,209,779
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,872,832
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 pooled separate accounts at end of year2016-12-31$3,306,425
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,119,512
Interest earned on other investments2016-12-31$9,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$789,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$604,216
Net investment gain/loss from pooled separate accounts2016-12-31$257,677
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$69,428
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$272,330
Contract administrator fees2016-12-31$1,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2016-12-31561031342
2015 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$866,412
Total of all expenses incurred2015-12-31$1,184,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,183,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$876,205
Value of total assets at end of year2015-12-31$3,872,832
Value of total assets at beginning of year2015-12-31$4,191,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,633
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$236,303
Participant contributions at end of year2015-12-31$144,556
Participant contributions at beginning of year2015-12-31$139,440
Participant contributions at end of year2015-12-31$3,499
Participant contributions at beginning of year2015-12-31$7,600
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$564,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-318,526
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,872,832
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,191,358
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 pooled separate accounts at end of year2015-12-31$3,119,512
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,470,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$604,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$570,791
Net investment gain/loss from pooled separate accounts2015-12-31$-9,793
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$75,583
Employer contributions (assets) at end of year2015-12-31$1,049
Employer contributions (assets) at beginning of year2015-12-31$2,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,183,305
Contract administrator fees2015-12-31$1,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2015-12-31561031342
2014 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$519,438
Total of all expenses incurred2014-12-31$139,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$137,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$287,033
Value of total assets at end of year2014-12-31$4,191,358
Value of total assets at beginning of year2014-12-31$3,811,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,775
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$213,330
Participant contributions at end of year2014-12-31$139,440
Participant contributions at beginning of year2014-12-31$136,965
Participant contributions at end of year2014-12-31$7,600
Participant contributions at beginning of year2014-12-31$7,337
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$379,844
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,191,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,811,514
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 pooled separate accounts at end of year2014-12-31$3,470,905
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,097,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$570,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$566,776
Net investment gain/loss from pooled separate accounts2014-12-31$232,405
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$73,703
Employer contributions (assets) at end of year2014-12-31$2,622
Employer contributions (assets) at beginning of year2014-12-31$2,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$137,819
Contract administrator fees2014-12-31$1,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2014-12-31561031342
2013 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,035,640
Total of all expenses incurred2013-12-31$299,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$297,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$385,572
Value of total assets at end of year2013-12-31$3,811,514
Value of total assets at beginning of year2013-12-31$3,075,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,856
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$192,404
Participant contributions at end of year2013-12-31$136,965
Participant contributions at beginning of year2013-12-31$71,623
Participant contributions at end of year2013-12-31$7,337
Participant contributions at beginning of year2013-12-31$7,369
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$123,486
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$736,225
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,811,514
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,075,289
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 pooled separate accounts at end of year2013-12-31$3,097,744
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,547,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$566,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$446,692
Net investment gain/loss from pooled separate accounts2013-12-31$650,068
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$69,682
Employer contributions (assets) at end of year2013-12-31$2,692
Employer contributions (assets) at beginning of year2013-12-31$2,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$297,559
Contract administrator fees2013-12-31$1,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WILLIAMS OVERMAN PIERCE LLP
Accountancy firm EIN2013-12-31561031342
2012 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2012 401k financial data
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$1,188
Total income from all sources (including contributions)2012-12-31$611,514
Total of all expenses incurred2012-12-31$107,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$105,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,904
Value of total assets at end of year2012-12-31$3,075,289
Value of total assets at beginning of year2012-12-31$2,572,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,920
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 bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$215,089
Participant contributions at end of year2012-12-31$71,623
Participant contributions at beginning of year2012-12-31$105,852
Participant contributions at end of year2012-12-31$7,369
Participant contributions at beginning of year2012-12-31$8,587
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,485
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$1,188
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$504,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,075,289
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,571,264
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 pooled separate accounts at end of year2012-12-31$2,547,007
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,009,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$446,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$446,013
Net investment gain/loss from pooled separate accounts2012-12-31$298,610
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$63,330
Employer contributions (assets) at end of year2012-12-31$2,598
Employer contributions (assets) at beginning of year2012-12-31$2,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$105,569
Contract administrator fees2012-12-31$1,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WILLIAMS OVERMAN PIERCE LLP
Accountancy firm EIN2012-12-31561031342
2011 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,188
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$315,725
Total of all expenses incurred2011-12-31$135,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$133,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$354,050
Value of total assets at end of year2011-12-31$2,572,452
Value of total assets at beginning of year2011-12-31$2,390,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,091
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$500,000
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$226,557
Participant contributions at end of year2011-12-31$100,546
Participant contributions at beginning of year2011-12-31$23,012
Participant contributions at end of year2011-12-31$8,587
Participant contributions at beginning of year2011-12-31$7,449
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$64,567
Liabilities. Value of operating payables at end of year2011-12-31$1,188
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$180,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,571,264
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,390,732
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 pooled separate accounts at end of year2011-12-31$2,009,615
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,908,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$451,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$449,545
Net investment gain/loss from pooled separate accounts2011-12-31$-38,325
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$62,926
Employer contributions (assets) at end of year2011-12-31$2,385
Employer contributions (assets) at beginning of year2011-12-31$2,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$133,102
Contract administrator fees2011-12-31$2,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31WILLIAMS OVERMAN PIERCE LLP
Accountancy firm EIN2011-12-31561031342
2010 : 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2010 401k financial data
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$742
Total income from all sources (including contributions)2010-12-31$542,329
Total of all expenses incurred2010-12-31$99,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$274,010
Value of total assets at end of year2010-12-31$2,390,732
Value of total assets at beginning of year2010-12-31$1,948,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,854
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$205,981
Participant contributions at end of year2010-12-31$23,012
Participant contributions at beginning of year2010-12-31$36,416
Participant contributions at end of year2010-12-31$7,449
Participant contributions at beginning of year2010-12-31$14,980
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$742
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$443,109
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,390,732
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,947,623
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
Value of interest in pooled separate accounts at end of year2010-12-31$1,908,246
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,519,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$449,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$371,877
Net investment gain/loss from pooled separate accounts2010-12-31$268,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$68,029
Employer contributions (assets) at end of year2010-12-31$2,480
Employer contributions (assets) at beginning of year2010-12-31$5,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,366
Contract administrator fees2010-12-31$1,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WILLIAMS OVERMAN PIERCE LLP
Accountancy firm EIN2010-12-31561031342

Form 5500 Responses for 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN

2023: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052961
Policy instance 1
Insurance contract or identification number052961
Number of Individuals Covered521
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 $2,179
Contracts With Unallocated Funds Deposit Administration1
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 number052961-H
Policy instance 1
Insurance contract or identification number052961-H
Number of Individuals Covered504
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 $4,718
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4718
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052961-H
Policy instance 1
Insurance contract or identification number052961-H
Number of Individuals Covered471
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $501
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees501
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052961-H
Policy instance 1
Insurance contract or identification number052961-H
Number of Individuals Covered450
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $501
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees501
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052961-H
Policy instance 1
Insurance contract or identification number052961-H
Number of Individuals Covered400
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,170
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1170
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052961-H
Policy instance 1
Insurance contract or identification number052961-H
Number of Individuals Covered356
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 $1,102
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1102
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM.
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052961-H
Policy instance 1
Insurance contract or identification number052961-H
Number of Individuals Covered326
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 $865
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees865
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM.
Insurance broker organization code?3
Insurance broker nameRICHMOND REGIONAL OFFICE

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