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ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 401k Plan overview

Plan NameASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC
Plan identification number 502

ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

ASSOCIATION FOR THE ADVANCEMENT OF MEXICAN-AMERICANS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION FOR THE ADVANCEMENT OF MEXICAN-AMERICANS
Employer identification number (EIN):741696961
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-09-01LISA SCHOTT LISA SCHOTT2018-03-28
5022015-09-01CHRIS HALE2017-03-31 CHRIS HALE2017-03-31
5022009-09-01CHRIS HALE

Plan Statistics for ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC

401k plan membership statisitcs for ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC

Measure Date Value
2016: ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2016 401k membership
Total participants, beginning-of-year2016-09-01143
Total number of active participants reported on line 7a of the Form 55002016-09-01145
Total of all active and inactive participants2016-09-01145
Total participants2016-09-01145
2015: ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2015 401k membership
Total participants, beginning-of-year2015-09-01131
Total number of active participants reported on line 7a of the Form 55002015-09-01143
Total of all active and inactive participants2015-09-01143
Total participants2015-09-01143
2009: ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2009 401k membership
Total participants, beginning-of-year2009-09-01203
Total number of active participants reported on line 7a of the Form 55002009-09-01195
Total of all active and inactive participants2009-09-01195
Total participants2009-09-01195

Financial Data on ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC

Measure Date Value
2017 : ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$0
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$0
Value of total assets at end of year2017-08-31$0
Value of total assets at beginning of year2017-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$0
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$0
Value of net assets at end of year (total assets less liabilities)2017-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Did the plan have assets held for investment2017-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31Yes
2016 : ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$0
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$0
Value of total assets at end of year2016-08-31$0
Value of total assets at beginning of year2016-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$0
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$0
Value of net assets at end of year (total assets less liabilities)2016-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Did the plan have assets held for investment2016-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31Yes

Form 5500 Responses for ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC

2016: ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2009: ASSOCIATION FOR ADVANCEMENT OF MEXICAN AMERICANS INC 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberBH917/GX579
Policy instance 1
Insurance contract or identification numberBH917/GX579
Number of Individuals Covered143
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $6,320
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,320
Insurance broker organization code?3
Insurance broker nameDEMETRIUS G NAVARRO

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