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ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 401k Plan overview

Plan NameST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN
Plan identification number 001

ST. ANDREWS ON THE MARSH, INC 403(B) DC 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

ST. ANDREWS ON THE MARSH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. ANDREWS ON THE MARSH, INC.
Employer identification number (EIN):581298241
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER ROULO2024-09-17
0012022-01-01CHRISTOPHER ROULO2023-09-18
0012021-01-01BETH BRODLEY2022-10-10
0012020-01-01BETH BRODLEY2021-10-08
0012019-01-01BETH BRODLEY2020-10-05
0012018-01-01BETH BRODLEY2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BETH LOPEZ BETH LOPEZ2013-10-14
0012011-01-01BETH LOPEZ BETH LOPEZ2012-10-09
0012009-01-01BETH LOPEZ BETH LOPEZ2010-10-15
0012008-01-01
0012005-07-01BETH LOPEZ

Plan Statistics for ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN

401k plan membership statisitcs for ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN

Measure Date Value
2023: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01184
Total number of active participants reported on line 7a of the Form 55002023-01-01112
Number of other retired or separated participants entitled to future benefits2023-01-0170
Total of all active and inactive participants2023-01-01182
Total participants2023-01-01182
Number of participants with account balances2023-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01177
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01186
Number of participants with account balances2022-01-01173
2021: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01180
Number of participants with account balances2021-01-01166
2020: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01167
Total participants2020-01-01167
Number of participants with account balances2020-01-01153
2019: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01164
Total participants2019-01-01164
Number of participants with account balances2019-01-01152
2018: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01158
Total participants2018-01-01158
Number of participants with account balances2018-01-01121
2017: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01152
Total participants2017-01-01152
Number of participants with account balances2017-01-01122
2016: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01133
Total participants2016-01-01133
Number of participants with account balances2016-01-01121
2015: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01137
Total participants2015-01-01137
Number of participants with account balances2015-01-01137
2014: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01131
Total participants2014-01-01131
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01149
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01147
Total participants2012-01-01147
Number of participants with account balances2012-01-01134
2011: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01149
Total participants2011-01-01149
Number of participants with account balances2011-01-01136
2009: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01153
Number of participants with account balances2009-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN

Measure Date Value
2023 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,372,445
Total of all expenses incurred2023-12-31$151,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$131,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$378,619
Value of total assets at end of year2023-12-31$7,179,866
Value of total assets at beginning of year2023-12-31$5,958,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$20,224
Total interest from all sources2023-12-31$60,267
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$550,000
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$277,906
Participant contributions at end of year2023-12-31$21,318
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$35,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,177
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$1,220,885
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,179,866
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,958,981
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$5,747,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,532,718
Value of interest in pooled separate accounts at end of year2023-12-31$91,832
Value of interest in pooled separate accounts at beginning of year2023-12-31$109,278
Interest earned on other investments2023-12-31$60,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,313,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,315,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$926,781
Net investment gain/loss from pooled separate accounts2023-12-31$6,778
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$65,322
Employer contributions (assets) at end of year2023-12-31$5,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$131,336
Contract administrator fees2023-12-31$20,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2023-12-31581941470
2022 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-508,256
Total of all expenses incurred2022-12-31$158,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$138,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$338,035
Value of total assets at end of year2022-12-31$5,958,981
Value of total assets at beginning of year2022-12-31$6,625,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,903
Total interest from all sources2022-12-31$53,189
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$550,000
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$269,292
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-666,350
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,958,981
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,625,331
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$4,532,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,196,039
Value of interest in pooled separate accounts at end of year2022-12-31$109,278
Value of interest in pooled separate accounts at beginning of year2022-12-31$102,191
Interest earned on other investments2022-12-31$53,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,315,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,327,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-907,798
Net investment gain/loss from pooled separate accounts2022-12-31$8,318
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$62,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$138,191
Contract administrator fees2022-12-31$19,903
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 name2022-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2022-12-31581941470
2021 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,078,970
Total of all expenses incurred2021-12-31$178,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$168,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$342,620
Value of total assets at end of year2021-12-31$6,625,331
Value of total assets at beginning of year2021-12-31$5,724,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,220
Total interest from all sources2021-12-31$46,281
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$550,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$241,897
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,648
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$900,958
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,625,331
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,724,373
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$5,196,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,269,201
Value of interest in pooled separate accounts at end of year2021-12-31$102,191
Value of interest in pooled separate accounts at beginning of year2021-12-31$98,620
Interest earned on other investments2021-12-31$46,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,327,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,356,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$674,329
Net investment gain/loss from pooled separate accounts2021-12-31$15,740
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$82,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$168,792
Contract administrator fees2021-12-31$9,220
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 name2021-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2021-12-31581941470
2020 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$957,653
Total of all expenses incurred2020-12-31$635,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$627,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$253,566
Value of total assets at end of year2020-12-31$5,724,373
Value of total assets at beginning of year2020-12-31$5,402,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,259
Total interest from all sources2020-12-31$52,451
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$550,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$185,558
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,003
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$322,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,724,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,402,169
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$4,269,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,911,382
Value of interest in pooled separate accounts at end of year2020-12-31$98,620
Value of interest in pooled separate accounts at beginning of year2020-12-31$102,347
Interest earned on other investments2020-12-31$52,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,356,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,388,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$652,469
Net investment gain/loss from pooled separate accounts2020-12-31$-833
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$55,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$627,190
Contract administrator fees2020-12-31$8,259
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 name2020-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2020-12-31581941470
2019 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,069
Total income from all sources (including contributions)2019-12-31$986,064
Total income from all sources (including contributions)2019-12-31$986,064
Total of all expenses incurred2019-12-31$175,042
Total of all expenses incurred2019-12-31$175,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$173,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$173,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$214,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$214,582
Value of total assets at end of year2019-12-31$5,402,169
Value of total assets at end of year2019-12-31$5,402,169
Value of total assets at beginning of year2019-12-31$4,592,216
Value of total assets at beginning of year2019-12-31$4,592,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,871
Total interest from all sources2019-12-31$54,507
Total interest from all sources2019-12-31$54,507
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$250,000
Value of fidelity bond cover2019-12-31$250,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$162,304
Contributions received from participants2019-12-31$162,304
Liabilities. Value of operating payables at beginning of year2019-12-31$1,069
Liabilities. Value of operating payables at beginning of year2019-12-31$1,069
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$811,022
Value of net income/loss2019-12-31$811,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,402,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,402,169
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,591,147
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,591,147
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$3,911,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,911,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,858,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,858,653
Value of interest in pooled separate accounts at end of year2019-12-31$102,347
Value of interest in pooled separate accounts at end of year2019-12-31$102,347
Value of interest in pooled separate accounts at beginning of year2019-12-31$97,622
Value of interest in pooled separate accounts at beginning of year2019-12-31$97,622
Interest earned on other investments2019-12-31$54,507
Interest earned on other investments2019-12-31$54,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,388,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,388,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,635,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,635,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$711,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$711,615
Net investment gain/loss from pooled separate accounts2019-12-31$5,360
Net investment gain/loss from pooled separate accounts2019-12-31$5,360
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$52,278
Contributions received in cash from employer2019-12-31$52,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$173,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$173,171
Contract administrator fees2019-12-31$1,871
Contract administrator fees2019-12-31$1,871
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 name2019-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm name2019-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2019-12-31581941470
Accountancy firm EIN2019-12-31581941470
2018 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,069
Total income from all sources (including contributions)2018-12-31$57,817
Total of all expenses incurred2018-12-31$251,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$250,021
Value of total corrective distributions2018-12-31$1,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$183,689
Value of total assets at end of year2018-12-31$4,592,216
Value of total assets at beginning of year2018-12-31$4,784,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80
Total interest from all sources2018-12-31$59,973
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$134,982
Liabilities. Value of operating payables at end of year2018-12-31$1,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-193,353
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,591,147
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,784,500
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$2,858,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,047,050
Value of interest in pooled separate accounts at end of year2018-12-31$97,622
Value of interest in pooled separate accounts at beginning of year2018-12-31$96,743
Interest earned on other investments2018-12-31$59,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,635,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,640,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-190,364
Net investment gain/loss from pooled separate accounts2018-12-31$4,519
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$48,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$250,021
Contract administrator fees2018-12-31$80
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 name2018-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2018-12-31581941470
2017 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$743,158
Total of all expenses incurred2017-12-31$279,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$279,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$186,867
Value of total assets at end of year2017-12-31$4,784,500
Value of total assets at beginning of year2017-12-31$4,321,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120
Total interest from all sources2017-12-31$59,783
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$121,570
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$463,463
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,784,500
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,321,037
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$3,047,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,552,065
Value of interest in pooled separate accounts at end of year2017-12-31$96,743
Value of interest in pooled separate accounts at beginning of year2017-12-31$94,807
Interest earned on other investments2017-12-31$59,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,640,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,674,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$492,413
Net investment gain/loss from pooled separate accounts2017-12-31$4,095
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$65,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$279,575
Contract administrator fees2017-12-31$120
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 name2017-12-31HOLLAND, BROMLEY, BARNHILL & BRETT,
Accountancy firm EIN2017-12-31581941470
2016 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$408,988
Total of all expenses incurred2016-12-31$316,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$316,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$161,654
Value of total assets at end of year2016-12-31$4,321,037
Value of total assets at beginning of year2016-12-31$4,228,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$120
Total interest from all sources2016-12-31$66,481
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$121,557
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,932
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$92,097
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,321,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,228,940
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$2,552,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,450,903
Value of interest in pooled separate accounts at end of year2016-12-31$94,807
Value of interest in pooled separate accounts at beginning of year2016-12-31$103,363
Interest earned on other investments2016-12-31$66,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,674,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,674,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$176,045
Net investment gain/loss from pooled separate accounts2016-12-31$4,808
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$30,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$316,771
Contract administrator fees2016-12-31$120
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 name2016-12-31HOLLAND, HENRY & BROMLEY, LLP
Accountancy firm EIN2016-12-31581941470
2015 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,941
Total income from all sources (including contributions)2015-12-31$196,527
Total of all expenses incurred2015-12-31$323,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$322,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$114,277
Value of total assets at end of year2015-12-31$4,228,940
Value of total assets at beginning of year2015-12-31$4,376,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$160
Total interest from all sources2015-12-31$61,333
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$104,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-126,488
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,228,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,355,428
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$2,450,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,653,057
Value of interest in pooled separate accounts at end of year2015-12-31$103,363
Value of interest in pooled separate accounts at beginning of year2015-12-31$205,613
Interest earned on other investments2015-12-31$61,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,674,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,517,699
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$28,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,146
Net investment gain/loss from pooled separate accounts2015-12-31$11,771
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$294,057
Contract administrator fees2015-12-31$160
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
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$20,941
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 name2015-12-31HOLLAND, HENRY & BROMLEY, LLP
Accountancy firm EIN2015-12-31581941470
2014 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,941
Total income from all sources (including contributions)2014-12-31$489,017
Total of all expenses incurred2014-12-31$329,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$329,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$246,015
Value of total assets at end of year2014-12-31$4,376,369
Value of total assets at beginning of year2014-12-31$4,196,236
Total interest from all sources2014-12-31$57,431
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$85,442
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,161
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$160,573
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$159,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,355,428
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,196,236
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$2,653,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,634,471
Value of interest in pooled separate accounts at end of year2014-12-31$205,613
Value of interest in pooled separate accounts at beginning of year2014-12-31$184,307
Interest earned on other investments2014-12-31$57,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,517,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,370,297
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$82,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$163,151
Net investment gain/loss from pooled separate accounts2014-12-31$22,420
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$247,526
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$20,941
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 name2014-12-31HOLLAND, HENRY & BROMLEY, LLP
Accountancy firm EIN2014-12-31581941470
2013 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$730,690
Total of all expenses incurred2013-12-31$100,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$221,456
Value of total assets at end of year2013-12-31$4,196,236
Value of total assets at beginning of year2013-12-31$3,566,044
Total interest from all sources2013-12-31$55,926
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$150,000
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$88,065
Participant contributions at end of year2013-12-31$7,161
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$133,391
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$630,192
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,196,236
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,566,044
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$2,634,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,061,887
Value of interest in pooled separate accounts at end of year2013-12-31$184,307
Value of interest in pooled separate accounts at beginning of year2013-12-31$162,270
Interest earned on other investments2013-12-31$55,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,370,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,341,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$437,362
Net investment gain/loss from pooled separate accounts2013-12-31$15,946
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,498
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 name2013-12-31HOLLAND, HENRY & BROMLEY, LLP
Accountancy firm EIN2013-12-31581941470
2012 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$416,450
Total of all expenses incurred2012-12-31$97,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$95,318
Value of total assets at end of year2012-12-31$3,566,044
Value of total assets at beginning of year2012-12-31$3,247,500
Total interest from all sources2012-12-31$52,076
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$95,318
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$318,544
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,566,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,247,500
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$2,061,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,873,038
Value of interest in pooled separate accounts at end of year2012-12-31$162,270
Value of interest in pooled separate accounts at beginning of year2012-12-31$153,704
Interest earned on other investments2012-12-31$52,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,341,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,220,758
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$253,865
Net investment gain/loss from pooled separate accounts2012-12-31$15,191
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$95,118
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 name2012-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2012-12-31580662558
2011 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$95,060
Total of all expenses incurred2011-12-31$65,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$65,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$68,400
Value of total assets at end of year2011-12-31$3,247,500
Value of total assets at beginning of year2011-12-31$3,217,448
Total interest from all sources2011-12-31$48,471
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$68,400
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$30,052
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,247,500
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,217,448
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$1,873,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,904,236
Value of interest in pooled separate accounts at end of year2011-12-31$153,704
Value of interest in pooled separate accounts at beginning of year2011-12-31$138,648
Interest earned on other investments2011-12-31$48,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,220,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,174,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-39,714
Net investment gain/loss from pooled separate accounts2011-12-31$17,903
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$65,008
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 name2011-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2011-12-31580662558
2010 : ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$443,512
Total of all expenses incurred2010-12-31$215,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$215,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$160,849
Value of total assets at end of year2010-12-31$3,217,448
Value of total assets at beginning of year2010-12-31$2,989,391
Total interest from all sources2010-12-31$44,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
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$101,195
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$227,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,217,448
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,989,391
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$1,904,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,751,534
Value of interest in pooled separate accounts at end of year2010-12-31$138,648
Value of interest in pooled separate accounts at beginning of year2010-12-31$118,334
Interest earned on other investments2010-12-31$44,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,174,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,119,523
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$221,352
Net investment gain/loss from pooled separate accounts2010-12-31$16,901
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$59,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$212,205
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 name2010-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2010-12-31580662558

Form 5500 Responses for ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN

2023: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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: ST. ANDREWS ON THE MARSH, INC 403(B) DC 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
2009: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2005: ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2005-07-01Plan funding arrangement – InsuranceYes
2005-07-01Plan funding arrangement – TrustYes
2005-07-01Plan benefit arrangement – InsuranceYes
2005-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered87
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 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered91
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 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered92
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered93
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76366
Policy instance 2
Insurance contract or identification numberG76366
Number of Individuals Covered0
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered97
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76366
Policy instance 2
Insurance contract or identification numberG76366
Number of Individuals Covered35
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered105
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 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76366
Policy instance 2
Insurance contract or identification numberG76366
Number of Individuals Covered34
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered106
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 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76366
Policy instance 2
Insurance contract or identification numberG76366
Number of Individuals Covered4
Insurance policy start date2015-04-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered111
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered131
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered134
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered136
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number385043
Policy instance 1
Insurance contract or identification number385043
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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