CALIFORNIA MORTGAGE BANKERS ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2020: REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| 2019: REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 71 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 71 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Number of employers contributing to the scheme | 2019-01-01 | 2 |
| 2018: REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 74 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Number of employers contributing to the scheme | 2018-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2020 : REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-02-29 | $0 |
| Total plan liabilities at beginning of year | 2020-02-29 | $68,270 |
| Total income from all sources | 2020-02-29 | $126,048 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $133,042 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $116,732 |
| Total plan assets at end of year | 2020-02-29 | $0 |
| Total plan assets at beginning of year | 2020-02-29 | $75,264 |
| Value of fidelity bond covering the plan | 2020-02-29 | $100,000 |
| Total contributions received or receivable from participants | 2020-02-29 | $2,414 |
| Expenses. Other expenses not covered elsewhere | 2020-02-29 | $695 |
| Other income received | 2020-02-29 | $530 |
| Net income (gross income less expenses) | 2020-02-29 | $-6,994 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $6,994 |
| Total contributions received or receivable from employer(s) | 2020-02-29 | $123,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-29 | $15,615 |
| 2019 : REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $68,270 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $676,381 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $683,614 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $628,030 |
| Total plan assets at end of year | 2019-12-31 | $75,264 |
| Total plan assets at beginning of year | 2019-12-31 | $14,227 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $13,277 |
| Net income (gross income less expenses) | 2019-12-31 | $-7,233 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,227 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $676,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $42,307 |
| 2018 : REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $331,895 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $317,668 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $271,462 |
| Total plan assets at end of year | 2018-12-31 | $14,227 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $28,327 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $40,000 |
| Net income (gross income less expenses) | 2018-12-31 | $14,227 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $291,895 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,879 |
| 2020: REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: REAL ESTATE SERVICE EMPLOYERS BENEFIT TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0913821 |
| Policy instance | 1 |
| Insurance contract or identification number | 0913821 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-02-29 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $173,837 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0913821 |
| Policy instance | 1 |
| Insurance contract or identification number | 0913821 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $578,334 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0913821 |
| Policy instance | 1 |
| Insurance contract or identification number | 0913821 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2018-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $221,462 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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