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CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN
Plan identification number 002

CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

CHURCH WORLD SERVICE INC. has sponsored the creation of one or more 401k plans.

Company Name:CHURCH WORLD SERVICE INC.
Employer identification number (EIN):134080201
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOANNE RENDALL
0022016-01-01JOANNE RENDALL
0022015-01-01JOANNE RENDALL
0022014-01-01JOANNE RENDALL
0022013-01-01JOANNE RENDALL
0022012-01-01JOANNE RENDALL
0022011-01-01JOANNE RENDALL
0022010-01-01JOANNE RENDALL
0022009-01-01JOANNE RENDALL
0022009-01-01JOANNE RENDALL

Plan Statistics for CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2020: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01299
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01105
Total of all active and inactive participants2019-01-01283
Total participants2019-01-01283
Number of participants with account balances2019-01-01266
2018: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01295
Total number of active participants reported on line 7a of the Form 55002018-01-01210
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01323
Number of participants with account balances2018-01-01310
2017: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01121
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01304
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01116
Total of all active and inactive participants2016-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01299
Number of participants with account balances2016-01-01289
2015: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01304
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01302
Number of participants with account balances2015-01-01301
2014: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01285
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01118
Total of all active and inactive participants2014-01-01304
Total participants2014-01-01304
Number of participants with account balances2014-01-01297
2013: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01279
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-01301
Total participants2013-01-01301
Number of participants with account balances2013-01-01285
2012: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01289
Total number of active participants reported on line 7a of the Form 55002012-01-01176
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-01297
Total participants2012-01-01297
Number of participants with account balances2012-01-01279
2011: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01272
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01307
Total participants2011-01-01307
Number of participants with account balances2011-01-01289
2010: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01292
Total number of active participants reported on line 7a of the Form 55002010-01-01286
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01151
Total of all active and inactive participants2010-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01441
Number of participants with account balances2010-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01280
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01292
Number of participants with account balances2009-01-01273

Financial Data on CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2020 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$9,465,230
Value of total assets at beginning of year2020-12-31$9,465,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at beginning of year2020-12-31$3,005
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,575,425
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 assets at beginning of year (total assets less liabilities)2020-12-31$9,465,230
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 beginning of year2020-12-31$5,582,001
Value of interest in pooled separate accounts at beginning of year2020-12-31$304,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROSSLIN, PLLC
Accountancy firm EIN2020-12-31275360847
2019 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$30,558
Total income from all sources (including contributions)2019-12-31$1,851,641
Total of all expenses incurred2019-12-31$899,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$899,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$618,827
Value of total assets at end of year2019-12-31$9,465,230
Value of total assets at beginning of year2019-12-31$8,543,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$297
Total interest from all sources2019-12-31$1,232,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$458,264
Participant contributions at end of year2019-12-31$3,005
Participant contributions at beginning of year2019-12-31$2,884
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,575,425
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,594,418
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$160,563
Administrative expenses (other) incurred2019-12-31$297
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$951,810
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,465,230
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,543,978
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$5,582,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,643,708
Value of interest in pooled separate accounts at end of year2019-12-31$304,799
Value of interest in pooled separate accounts at beginning of year2019-12-31$302,968
Interest earned on other investments2019-12-31$1,232,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$899,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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 name2019-12-31CROSSLIN, PLLC
Accountancy firm EIN2019-12-31275360847
2018 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$30,356
Total income from all sources (including contributions)2018-12-31$214,634
Total of all expenses incurred2018-12-31$789,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$788,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$481,645
Value of total assets at end of year2018-12-31$8,543,978
Value of total assets at beginning of year2018-12-31$9,148,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$300
Total interest from all sources2018-12-31$-267,011
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$446,051
Participant contributions at end of year2018-12-31$2,884
Participant contributions at beginning of year2018-12-31$2,767
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,594,418
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,857,388
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,594
Administrative expenses (other) incurred2018-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-574,466
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,543,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,148,800
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$4,643,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,004,726
Value of interest in pooled separate accounts at end of year2018-12-31$302,968
Value of interest in pooled separate accounts at beginning of year2018-12-31$283,919
Interest earned on other investments2018-12-31$-267,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$788,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROSSLIN, PLLC
Accountancy firm EIN2018-12-31275360847
2017 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$29,796
Total income from all sources (including contributions)2017-12-31$2,749,758
Total of all expenses incurred2017-12-31$883,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$883,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,848,780
Value of total assets at end of year2017-12-31$9,148,800
Value of total assets at beginning of year2017-12-31$7,312,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$277
Total interest from all sources2017-12-31$900,978
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$348,549
Participant contributions at end of year2017-12-31$2,767
Participant contributions at beginning of year2017-12-31$2,655
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,857,388
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,217,114
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,500,231
Administrative expenses (other) incurred2017-12-31$277
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$1,866,269
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,148,800
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,312,327
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$5,004,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,833,279
Value of interest in pooled separate accounts at end of year2017-12-31$283,919
Value of interest in pooled separate accounts at beginning of year2017-12-31$259,279
Interest earned on other investments2017-12-31$900,978
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$883,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROSSLIN, PLLC
Accountancy firm EIN2017-12-31275360847
2016 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$28,370
Total income from all sources (including contributions)2016-12-31$899,483
Total of all expenses incurred2016-12-31$528,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$528,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$545,430
Value of total assets at end of year2016-12-31$7,312,327
Value of total assets at beginning of year2016-12-31$6,969,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$374
Total interest from all sources2016-12-31$354,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$362,261
Participant contributions at end of year2016-12-31$2,655
Participant contributions at beginning of year2016-12-31$12,495
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,217,114
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,012,646
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$183,169
Administrative expenses (other) incurred2016-12-31$374
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$371,035
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,312,327
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,969,662
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$3,833,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,696,328
Value of interest in pooled separate accounts at end of year2016-12-31$259,279
Value of interest in pooled separate accounts at beginning of year2016-12-31$248,193
Interest earned on other investments2016-12-31$354,053
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$528,074
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROSSLIN, PLLC
Accountancy firm EIN2016-12-31275360847
2015 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$842,760
Total of all expenses incurred2015-12-31$1,390,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,390,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$737,905
Value of total assets at end of year2015-12-31$6,969,662
Value of total assets at beginning of year2015-12-31$7,517,686
Total interest from all sources2015-12-31$104,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$418,222
Participant contributions at end of year2015-12-31$12,495
Participant contributions at beginning of year2015-12-31$29,996
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,012,646
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,055,098
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$319,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-548,024
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,969,662
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,517,686
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$3,696,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,217,503
Value of interest in pooled separate accounts at end of year2015-12-31$248,193
Value of interest in pooled separate accounts at beginning of year2015-12-31$215,089
Interest earned on other investments2015-12-31$104,855
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,390,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROSSLIN & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31621336737
2014 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,174,265
Total of all expenses incurred2014-12-31$822,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$822,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$802,005
Value of total assets at end of year2014-12-31$7,517,686
Value of total assets at beginning of year2014-12-31$7,166,213
Total interest from all sources2014-12-31$372,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$480,562
Participant contributions at end of year2014-12-31$29,996
Participant contributions at beginning of year2014-12-31$15,144
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,055,098
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,765,114
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$321,443
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$351,473
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,517,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,166,213
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$4,217,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,231,753
Value of interest in pooled separate accounts at end of year2014-12-31$215,089
Value of interest in pooled separate accounts at beginning of year2014-12-31$154,202
Interest earned on other investments2014-12-31$372,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$822,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROSSLIN & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31621336737
2013 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,578,190
Total of all expenses incurred2013-12-31$1,418,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,418,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$644,794
Value of total assets at end of year2013-12-31$7,166,213
Value of total assets at beginning of year2013-12-31$7,006,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$417
Total interest from all sources2013-12-31$933,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$508,179
Participant contributions at end of year2013-12-31$15,144
Participant contributions at beginning of year2013-12-31$11,803
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,765,114
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,820,782
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$136,615
Administrative expenses (other) incurred2013-12-31$417
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$159,308
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,166,213
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,006,905
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$4,231,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,007,837
Value of interest in pooled separate accounts at end of year2013-12-31$154,202
Value of interest in pooled separate accounts at beginning of year2013-12-31$166,483
Interest earned on other investments2013-12-31$933,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,418,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROSSLIN & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31621336737
2012 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,148,856
Total of all expenses incurred2012-12-31$670,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$670,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$597,620
Value of total assets at end of year2012-12-31$7,006,905
Value of total assets at beginning of year2012-12-31$6,528,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$642
Total interest from all sources2012-12-31$551,236
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$505,230
Participant contributions at end of year2012-12-31$11,803
Participant contributions at beginning of year2012-12-31$11,197
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,820,782
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,614,186
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,390
Administrative expenses (other) incurred2012-12-31$642
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$477,964
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,006,905
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,528,941
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$4,007,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,738,458
Value of interest in pooled separate accounts at end of year2012-12-31$166,483
Value of interest in pooled separate accounts at beginning of year2012-12-31$165,100
Interest earned on other investments2012-12-31$551,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$670,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROSSLIN & ASSOCIATES, PC
Accountancy firm EIN2012-12-31621336737
2011 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$581,749
Total of all expenses incurred2011-12-31$712,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$711,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$547,384
Value of total assets at end of year2011-12-31$6,528,941
Value of total assets at beginning of year2011-12-31$6,659,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$463
Total interest from all sources2011-12-31$34,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$495,990
Participant contributions at end of year2011-12-31$11,197
Participant contributions at beginning of year2011-12-31$17,178
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,614,186
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,683,901
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,394
Administrative expenses (other) incurred2011-12-31$463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-130,673
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,528,941
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,659,614
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$3,738,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,796,904
Value of interest in pooled separate accounts at end of year2011-12-31$165,100
Value of interest in pooled separate accounts at beginning of year2011-12-31$161,631
Interest earned on other investments2011-12-31$34,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$711,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROSSLIN & ASSOCIATES, PC
Accountancy firm EIN2011-12-31621336737
2010 : CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$72,658
Total income from all sources (including contributions)2010-12-31$1,120,988
Total of all expenses incurred2010-12-31$299,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$297,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$588,334
Value of total assets at end of year2010-12-31$6,659,614
Value of total assets at beginning of year2010-12-31$5,910,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,711
Total interest from all sources2010-12-31$532,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$546,443
Participant contributions at end of year2010-12-31$17,178
Participant contributions at beginning of year2010-12-31$24,217
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$15,595
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,683,901
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,513,313
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,891
Administrative expenses (other) incurred2010-12-31$1,711
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$821,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,659,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,910,881
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$3,796,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,217,312
Value of interest in pooled separate accounts at end of year2010-12-31$161,631
Value of interest in pooled separate accounts at beginning of year2010-12-31$140,444
Interest earned on other investments2010-12-31$532,654
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$297,886
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 name2010-12-31CROSSLIN & ASSOCIATES, PC
Accountancy firm EIN2010-12-31621336737

Form 5500 Responses for CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN

2020: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHURCH WORLD SERVICE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number04495
Policy instance 5
Insurance contract or identification number04495
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150804
Policy instance 4
Insurance contract or identification number150804
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005350
Policy instance 3
Insurance contract or identification number005350
Number of Individuals Covered0
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number797248-0000
Policy instance 2
Insurance contract or identification number797248-0000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1086221
Policy instance 1
Insurance contract or identification number1086221
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number797248-0000
Policy instance 2
Insurance contract or identification number797248-0000
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005350
Policy instance 3
Insurance contract or identification number005350
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150804
Policy instance 4
Insurance contract or identification number150804
Number of Individuals Covered267
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number04495
Policy instance 5
Insurance contract or identification number04495
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1086221
Policy instance 1
Insurance contract or identification number1086221
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number04495
Policy instance 5
Insurance contract or identification number04495
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150804
Policy instance 4
Insurance contract or identification number150804
Number of Individuals Covered268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005350
Policy instance 3
Insurance contract or identification number005350
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number797248-0000
Policy instance 2
Insurance contract or identification number797248-0000
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1086221
Policy instance 1
Insurance contract or identification number1086221
Number of Individuals Covered22
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number797248-0000
Policy instance 2
Insurance contract or identification number797248-0000
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $105
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105
Insurance broker nameJ. DE LISO
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005350
Policy instance 3
Insurance contract or identification number005350
Number of Individuals Covered10
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
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 number150804
Policy instance 4
Insurance contract or identification number150804
Number of Individuals Covered263
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number04495
Policy instance 5
Insurance contract or identification number04495
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1086221
Policy instance 1
Insurance contract or identification number1086221
Number of Individuals Covered23
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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