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TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 401k Plan overview

Plan NameTRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B
Plan identification number 002

TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

TRINITY SCHOOL OF MIDLAND INC has sponsored the creation of one or more 401k plans.

Company Name:TRINITY SCHOOL OF MIDLAND INC
Employer identification number (EIN):750995808
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JAMIE TERRY2019-09-30
0022017-01-01
0022016-01-01
0022015-01-01D MARK TYLER
0022014-01-01D MARK TYLER
0022013-01-01
0022012-01-01D MARK TYLER
0022011-01-01D MARK TYLER
0022010-01-01D MARK TYLER
0022009-01-01D MARK TYLER
0022008-07-01D MARK TYLER

Plan Statistics for TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B

401k plan membership statisitcs for TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B

Measure Date Value
2023: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2023 401k membership
Total participants, beginning-of-year2023-01-01372
Total number of active participants reported on line 7a of the Form 55002023-01-01217
Number of retired or separated participants receiving benefits2023-01-0147
Number of other retired or separated participants entitled to future benefits2023-01-01116
Total of all active and inactive participants2023-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01380
Number of participants with account balances2023-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-0134
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01373
Number of participants with account balances2022-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-0132
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01332
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01170
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01313
Number of participants with account balances2020-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01317
Number of participants with account balances2019-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01122
Total of all active and inactive participants2017-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01223
Number of participants with account balances2017-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01209
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01208
Number of participants with account balances2015-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01204
Number of participants with account balances2014-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2013 401k membership
Total participants, beginning-of-year2013-01-01207
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01216
Number of participants with account balances2013-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01205
Number of participants with account balances2012-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2011 401k membership
Total participants, beginning-of-year2011-01-01192
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01189
Number of participants with account balances2011-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2010 401k membership
Total participants, beginning-of-year2010-01-01187
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01192
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2009 401k membership
Total participants, beginning-of-year2009-01-01180
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01188
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2008 401k membership
Total of all active and inactive participants2008-07-010
Total participants2008-07-010

Financial Data on TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B

Measure Date Value
2023 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,158
Total income from all sources (including contributions)2023-12-31$3,339,316
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,374,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,362,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$957,215
Value of total assets at end of year2023-12-31$16,837,695
Value of total assets at beginning of year2023-12-31$14,877,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$11,977
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$416,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$416,180
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$900,000
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$514,613
Participant contributions at end of year2023-12-31$23,426
Participant contributions at beginning of year2023-12-31$20,858
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$24,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$219,665
Other income not declared elsewhere2023-12-31$152,253
Total non interest bearing cash at beginning of year2023-12-31$6,425
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$1,964,989
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,837,695
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,872,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$9,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,124,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,678,096
Value of interest in pooled separate accounts at end of year2023-12-31$310,438
Value of interest in pooled separate accounts at beginning of year2023-12-31$387,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,358,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,547,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,864,154
Net investment gain/loss from pooled separate accounts2023-12-31$-50,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$417,952
Employer contributions (assets) at end of year2023-12-31$18,580
Employer contributions (assets) at beginning of year2023-12-31$17,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,362,350
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$5,158
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 name2023-12-31MARC MARTIN CPA
Accountancy firm EIN2023-12-31274265856
2022 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,193
Total income from all sources (including contributions)2022-12-31$-1,596,056
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,744,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,741,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$919,704
Value of total assets at end of year2022-12-31$14,877,864
Value of total assets at beginning of year2022-12-31$18,218,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,797
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$263,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$263,212
Administrative expenses professional fees incurred2022-12-31$2,797
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$900,000
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$507,159
Participant contributions at end of year2022-12-31$20,858
Participant contributions at beginning of year2022-12-31$21,085
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$219,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$588,238
Other income not declared elsewhere2022-12-31$142,029
Total non interest bearing cash at end of year2022-12-31$6,425
Total non interest bearing cash at beginning of year2022-12-31$5,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,340,267
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,872,706
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,212,973
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$10,678,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,554,475
Value of interest in pooled separate accounts at end of year2022-12-31$387,245
Value of interest in pooled separate accounts at beginning of year2022-12-31$375,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,547,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,657,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,951,786
Net investment gain/loss from pooled separate accounts2022-12-31$30,785
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$379,524
Employer contributions (assets) at end of year2022-12-31$17,912
Employer contributions (assets) at beginning of year2022-12-31$15,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,741,414
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,158
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,193
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 name2022-12-31MARC MARTIN, CPA
Accountancy firm EIN2022-12-31274265856
2021 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,505,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,723,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,720,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,142,481
Value of total assets at end of year2021-12-31$18,218,166
Value of total assets at beginning of year2021-12-31$16,430,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,248
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$725,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$725,845
Administrative expenses professional fees incurred2021-12-31$3,248
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$517,828
Participant contributions at end of year2021-12-31$21,085
Participant contributions at beginning of year2021-12-31$45,640
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$268,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$588,238
Other income not declared elsewhere2021-12-31$125,700
Total non interest bearing cash at end of year2021-12-31$5,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,782,399
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,212,973
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,430,574
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$13,554,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,270,840
Value of interest in pooled separate accounts at end of year2021-12-31$375,954
Value of interest in pooled separate accounts at beginning of year2021-12-31$341,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,657,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,741,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,453,946
Net investment gain/loss from pooled separate accounts2021-12-31$57,991
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$356,359
Employer contributions (assets) at end of year2021-12-31$15,040
Employer contributions (assets) at beginning of year2021-12-31$31,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,720,316
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,193
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 name2021-12-31MARC MARTIN, CPA
Accountancy firm EIN2021-12-31274265856
2020 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,920,100
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$776,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$773,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$985,729
Value of total assets at end of year2020-12-31$16,430,574
Value of total assets at beginning of year2020-12-31$14,286,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,353
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,842
Administrative expenses professional fees incurred2020-12-31$2,353
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$532,828
Participant contributions at end of year2020-12-31$45,640
Participant contributions at beginning of year2020-12-31$23,385
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,435
Other income not declared elsewhere2020-12-31$149,420
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$2,143,847
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,430,574
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,286,727
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$12,270,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,842,089
Value of interest in pooled separate accounts at end of year2020-12-31$341,314
Value of interest in pooled separate accounts at beginning of year2020-12-31$387,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,741,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,017,263
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$313,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,768,497
Net investment gain/loss from pooled separate accounts2020-12-31$-3,388
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$363,466
Employer contributions (assets) at end of year2020-12-31$31,093
Employer contributions (assets) at beginning of year2020-12-31$16,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$460,299
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 name2020-12-31MARC MARTIN, CPA
Accountancy firm EIN2020-12-31274265856
2019 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,924,479
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,240,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,240,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$798,753
Value of total assets at end of year2019-12-31$14,286,727
Value of total assets at beginning of year2019-12-31$12,602,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$41,905
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$131,699
Participant contributions at end of year2019-12-31$23,385
Participant contributions at beginning of year2019-12-31$1,459
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,190
Other income not declared elsewhere2019-12-31$153,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,684,013
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,286,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,602,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,842,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,132,868
Value of interest in pooled separate accounts at end of year2019-12-31$387,899
Value of interest in pooled separate accounts at beginning of year2019-12-31$559,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,017,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,907,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,901,862
Net investment gain/loss from pooled separate accounts2019-12-31$28,613
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$659,864
Employer contributions (assets) at end of year2019-12-31$16,091
Employer contributions (assets) at beginning of year2019-12-31$1,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,240,466
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARC MARTIN, CPA
Accountancy firm EIN2019-12-31274265856
2018 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$397,463
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,087,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,087,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$785,094
Value of total assets at end of year2018-12-31$12,602,714
Value of total assets at beginning of year2018-12-31$13,292,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$469,789
Participant contributions at end of year2018-12-31$1,459
Participant contributions at beginning of year2018-12-31$37,563
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-690,055
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,602,714
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,292,769
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$8,132,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,748,989
Value of interest in pooled separate accounts at end of year2018-12-31$559,248
Value of interest in pooled separate accounts at beginning of year2018-12-31$538,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,907,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,942,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-419,840
Net investment gain/loss from pooled separate accounts2018-12-31$32,209
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$302,083
Employer contributions (assets) at end of year2018-12-31$1,459
Employer contributions (assets) at beginning of year2018-12-31$24,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,087,518
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 name2018-12-31MARC MARTIN, CPA
Accountancy firm EIN2018-12-31274265856
2017 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,384,319
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$517,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$517,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$759,513
Value of total assets at end of year2017-12-31$13,292,769
Value of total assets at beginning of year2017-12-31$11,425,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$450,823
Participant contributions at end of year2017-12-31$37,563
Participant contributions at beginning of year2017-12-31$36,439
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,682
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$1,867,126
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,292,769
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,425,643
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$8,748,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,097,735
Value of interest in pooled separate accounts at end of year2017-12-31$538,276
Value of interest in pooled separate accounts at beginning of year2017-12-31$549,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,942,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,718,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,597,098
Net investment gain/loss from pooled separate accounts2017-12-31$27,708
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$289,008
Employer contributions (assets) at end of year2017-12-31$24,973
Employer contributions (assets) at beginning of year2017-12-31$23,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$517,193
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 name2017-12-31C MARC MARTIN, CPA
Accountancy firm EIN2017-12-31274265856
2016 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,510,188
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$637,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$637,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$883,311
Value of total assets at end of year2016-12-31$11,425,643
Value of total assets at beginning of year2016-12-31$10,552,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,850
Participant contributions at end of year2016-12-31$36,439
Participant contributions at beginning of year2016-12-31$30,945
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$210,081
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$872,735
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,425,643
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,552,908
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$7,097,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,619,718
Value of interest in pooled separate accounts at end of year2016-12-31$549,570
Value of interest in pooled separate accounts at beginning of year2016-12-31$441,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,718,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,436,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$593,524
Net investment gain/loss from pooled separate accounts2016-12-31$33,353
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$279,380
Employer contributions (assets) at end of year2016-12-31$23,040
Employer contributions (assets) at beginning of year2016-12-31$23,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$637,453
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 name2016-12-31C MARC MARTIN, CPA
Accountancy firm EIN2016-12-31274265856
2015 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$821,338
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,000,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,000,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$650,011
Value of total assets at end of year2015-12-31$10,552,908
Value of total assets at beginning of year2015-12-31$10,731,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$372,131
Participant contributions at end of year2015-12-31$30,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-179,006
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,552,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,731,914
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$6,619,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,922,787
Value of interest in pooled separate accounts at end of year2015-12-31$441,783
Value of interest in pooled separate accounts at beginning of year2015-12-31$390,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,436,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,418,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$145,104
Net investment gain/loss from pooled separate accounts2015-12-31$26,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$277,880
Employer contributions (assets) at end of year2015-12-31$23,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,000,344
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 name2015-12-31C MARC MARTIN
Accountancy firm EIN2015-12-31274265856
2014 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,254,971
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$917,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$917,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$635,958
Value of total assets at end of year2014-12-31$10,731,914
Value of total assets at beginning of year2014-12-31$10,394,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$371,827
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$337,339
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,731,914
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,394,575
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$6,922,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,505,214
Value of interest in pooled separate accounts at end of year2014-12-31$390,677
Value of interest in pooled separate accounts at beginning of year2014-12-31$321,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,418,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,567,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$588,803
Net investment gain/loss from pooled separate accounts2014-12-31$30,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$264,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$917,632
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 name2014-12-31MARC MARTIN
Accountancy firm EIN2014-12-31274265856
2013 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,912,277
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$243,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$243,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$573,605
Value of total assets at end of year2013-12-31$10,394,575
Value of total assets at beginning of year2013-12-31$8,725,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$333,093
Participant contributions at beginning of year2013-12-31$27,167
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$1,669,260
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,394,575
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,725,315
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$6,505,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,977,156
Value of interest in pooled separate accounts at end of year2013-12-31$321,791
Value of interest in pooled separate accounts at beginning of year2013-12-31$281,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,567,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,420,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,312,145
Net investment gain/loss from pooled separate accounts2013-12-31$26,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$240,512
Employer contributions (assets) at beginning of year2013-12-31$18,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$243,017
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 name2013-12-31MARC MARTIN CPA
Accountancy firm EIN2013-12-31274265856
2012 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,328,451
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$466,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$466,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$546,225
Value of total assets at end of year2012-12-31$8,725,315
Value of total assets at beginning of year2012-12-31$7,863,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$302,841
Participant contributions at end of year2012-12-31$27,167
Participant contributions at beginning of year2012-12-31$24,147
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,465
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$861,931
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,725,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,863,384
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$4,977,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,378,782
Value of interest in pooled separate accounts at end of year2012-12-31$281,550
Value of interest in pooled separate accounts at beginning of year2012-12-31$240,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,420,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,204,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$622,533
Net investment gain/loss from pooled separate accounts2012-12-31$159,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$210,919
Employer contributions (assets) at end of year2012-12-31$18,911
Employer contributions (assets) at beginning of year2012-12-31$15,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$466,520
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 name2012-12-31MARC MARTIN CPA
Accountancy firm EIN2012-12-31274265856
2011 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$526,854
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$152,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$152,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$470,839
Value of total assets at end of year2011-12-31$7,863,384
Value of total assets at beginning of year2011-12-31$7,488,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$279,405
Participant contributions at end of year2011-12-31$24,147
Participant contributions at beginning of year2011-12-31$22,271
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,670
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$374,809
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,863,384
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,488,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,378,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,236,034
Value of interest in pooled separate accounts at end of year2011-12-31$240,191
Value of interest in pooled separate accounts at beginning of year2011-12-31$185,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,204,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,029,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-98,938
Net investment gain/loss from pooled separate accounts2011-12-31$154,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$184,764
Employer contributions (assets) at end of year2011-12-31$15,865
Employer contributions (assets) at beginning of year2011-12-31$15,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$152,045
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 name2011-12-31C MARC MARTIN CPA
Accountancy firm EIN2011-12-31274265856
2010 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,063,795
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$359,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$359,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$452,545
Value of total assets at end of year2010-12-31$7,488,575
Value of total assets at beginning of year2010-12-31$6,784,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$272,647
Participant contributions at end of year2010-12-31$22,271
Participant contributions at beginning of year2010-12-31$23,019
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$896
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$704,195
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,488,575
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,784,380
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$4,236,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,735,532
Value of interest in pooled separate accounts at end of year2010-12-31$185,775
Value of interest in pooled separate accounts at beginning of year2010-12-31$154,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,029,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,855,692
Net investment gain/loss from pooled separate accounts2010-12-31$611,250
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$179,002
Employer contributions (assets) at end of year2010-12-31$15,172
Employer contributions (assets) at beginning of year2010-12-31$15,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$359,600
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 name2010-12-31C MARC MARTIN CPA
Accountancy firm EIN2010-12-31274265856
2009 : TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B

2023: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 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: TRINITY SCHOOL OF MIDLAND INC TAX DEFERRED ANNUITY PLAN 403B 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered7
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-64326
Policy instance 1
Insurance contract or identification numberGA-64326
Number of Individuals Covered7
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 3
Insurance contract or identification number346396
Number of Individuals Covered165
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 3
Insurance contract or identification number346396
Number of Individuals Covered174
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-64326
Policy instance 1
Insurance contract or identification numberGA-64326
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 3
Insurance contract or identification number346396
Number of Individuals Covered174
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered8
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-64326
Policy instance 1
Insurance contract or identification numberGA-64326
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 3
Insurance contract or identification number346396
Number of Individuals Covered187
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-64326
Policy instance 1
Insurance contract or identification numberGA-64326
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 3
Insurance contract or identification number346396
Number of Individuals Covered190
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered8
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-64326
Policy instance 1
Insurance contract or identification numberGA-64326
Number of Individuals Covered5
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 1
Insurance contract or identification number346396
Number of Individuals Covered232
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024203
Policy instance 2
Insurance contract or identification numberLP1024203
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346396
Policy instance 1
Insurance contract or identification number346396
Number of Individuals Covered222
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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