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MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 401k Plan overview

Plan NameMASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN
Plan identification number 001

MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA
Employer identification number (EIN):230846955
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTIN DECK
0012016-01-01KRISTIN DECK
0012015-01-01CLAUDIA STEPHENS CLAUDIA STEPHENS2016-10-08
0012014-01-01CLAUDIA STEPHENS CLAUDIA STEPHENS2015-10-09
0012013-01-01CLAUDIA STEPHENS CLAUDIA STEPHENS2015-03-26

Plan Statistics for MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN

401k plan membership statisitcs for MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN

Measure Date Value
2022: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,897
Total number of active participants reported on line 7a of the Form 55002022-01-012,100
Number of retired or separated participants receiving benefits2022-01-0187
Number of other retired or separated participants entitled to future benefits2022-01-01565
Total of all active and inactive participants2022-01-012,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,752
Number of participants with account balances2022-01-012,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01162
2021: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,041
Total number of active participants reported on line 7a of the Form 55002021-01-012,234
Number of retired or separated participants receiving benefits2021-01-0176
Number of other retired or separated participants entitled to future benefits2021-01-01559
Total of all active and inactive participants2021-01-012,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,869
Number of participants with account balances2021-01-012,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01167
2020: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,980
Total number of active participants reported on line 7a of the Form 55002020-01-012,485
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-01472
Total of all active and inactive participants2020-01-013,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,019
Number of participants with account balances2020-01-012,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01183
2019: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,810
Total number of active participants reported on line 7a of the Form 55002019-01-012,525
Number of retired or separated participants receiving benefits2019-01-0172
Number of other retired or separated participants entitled to future benefits2019-01-01383
Total of all active and inactive participants2019-01-012,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,980
Number of participants with account balances2019-01-012,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01161
2018: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,733
Total number of active participants reported on line 7a of the Form 55002018-01-012,402
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-01279
Total of all active and inactive participants2018-01-012,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-012,721
Number of participants with account balances2018-01-012,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01152
2017: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,234
Total number of active participants reported on line 7a of the Form 55002017-01-012,423
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-01286
Total of all active and inactive participants2017-01-012,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,733
Number of participants with account balances2017-01-012,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01139
2016: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,030
Total number of active participants reported on line 7a of the Form 55002016-01-012,683
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01549
Total of all active and inactive participants2016-01-013,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-013,234
Number of participants with account balances2016-01-012,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,917
Total number of active participants reported on line 7a of the Form 55002015-01-012,566
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01452
Total of all active and inactive participants2015-01-013,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,030
Number of participants with account balances2015-01-012,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0169
2014: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,796
Total number of active participants reported on line 7a of the Form 55002014-01-012,467
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01437
Total of all active and inactive participants2014-01-012,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,915
Number of participants with account balances2014-01-012,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0155
2013: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,586
Total number of active participants reported on line 7a of the Form 55002013-01-012,378
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01408
Total of all active and inactive participants2013-01-012,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,796
Number of participants with account balances2013-01-012,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0141

Financial Data on MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN

Measure Date Value
2022 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,008,548
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,420,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,168,733
Expenses. Certain deemed distributions of participant loans2022-12-31$118,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,579,026
Value of total assets at end of year2022-12-31$132,154,714
Value of total assets at beginning of year2022-12-31$153,583,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,316
Total interest from all sources2022-12-31$339,079
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,840,397
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$4,840,397
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$7,155,471
Participant contributions at end of year2022-12-31$1,876,004
Participant contributions at beginning of year2022-12-31$1,826,787
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,724
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$770,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,428,760
Value of net assets at end of year (total assets less liabilities)2022-12-31$132,154,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$153,583,474
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$112,566,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$135,756,861
Interest on participant loans2022-12-31$87,139
Interest earned on other investments2022-12-31$251,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,257,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,476,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,767,050
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$3,653,481
Employer contributions (assets) at end of year2022-12-31$1,454,013
Employer contributions (assets) at beginning of year2022-12-31$1,521,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,168,733
Contract administrator fees2022-12-31$133,316
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2022-12-31520783935
2021 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$0
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$28,448,643
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,444,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,261,336
Expenses. Certain deemed distributions of participant loans2021-12-31$18,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,914,992
Value of total assets at end of year2021-12-31$153,583,474
Value of total assets at beginning of year2021-12-31$134,579,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$164,983
Total interest from all sources2021-12-31$314,006
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,732,646
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$4,732,646
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$6,936,700
Participant contributions at end of year2021-12-31$1,826,787
Participant contributions at beginning of year2021-12-31$1,788,217
Participant contributions at end of year2021-12-31$1,724
Participant contributions at beginning of year2021-12-31$1,123
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$343,555
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$19,003,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$153,583,474
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$134,579,788
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$135,756,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$114,825,697
Interest on participant loans2021-12-31$93,108
Interest earned on other investments2021-12-31$220,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,476,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,463,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,486,999
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$3,634,737
Employer contributions (assets) at end of year2021-12-31$1,521,578
Employer contributions (assets) at beginning of year2021-12-31$1,501,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,261,336
Contract administrator fees2021-12-31$164,983
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2021-12-31520783935
2020 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$25,609,013
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,945,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,761,915
Expenses. Certain deemed distributions of participant loans2020-12-31$35,263
Value of total corrective distributions2020-12-31$121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,734,841
Value of total assets at end of year2020-12-31$134,579,788
Value of total assets at beginning of year2020-12-31$116,916,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,165
Total interest from all sources2020-12-31$389,486
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,825,397
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$3,825,397
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$6,613,638
Participant contributions at end of year2020-12-31$1,788,217
Participant contributions at beginning of year2020-12-31$1,871,921
Participant contributions at end of year2020-12-31$1,123
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$504,799
Other income not declared elsewhere2020-12-31$992
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$17,663,549
Value of net assets at end of year (total assets less liabilities)2020-12-31$134,579,788
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$116,916,239
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$114,825,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$99,730,506
Interest on participant loans2020-12-31$103,671
Interest earned on other investments2020-12-31$285,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,463,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,893,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,658,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,616,404
Employer contributions (assets) at end of year2020-12-31$1,501,188
Employer contributions (assets) at beginning of year2020-12-31$1,420,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,761,915
Contract administrator fees2020-12-31$148,165
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 name2020-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2020-12-31520783935
2019 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$29,249,528
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,102,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,885,012
Expenses. Certain deemed distributions of participant loans2019-12-31$51,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,387,156
Value of total assets at end of year2019-12-31$116,916,239
Value of total assets at beginning of year2019-12-31$96,769,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$166,281
Total interest from all sources2019-12-31$398,902
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,514,806
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$3,514,806
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
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$6,078,211
Participant contributions at end of year2019-12-31$1,871,921
Participant contributions at beginning of year2019-12-31$1,661,543
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$205,724
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$863,661
Other income not declared elsewhere2019-12-31$1,108
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$20,146,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,916,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,769,506
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$99,730,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,829,558
Interest on participant loans2019-12-31$101,632
Interest earned on other investments2019-12-31$297,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,893,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,629,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,947,556
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
Contributions received in cash from employer2019-12-31$3,445,284
Employer contributions (assets) at end of year2019-12-31$1,420,341
Employer contributions (assets) at beginning of year2019-12-31$1,443,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,885,012
Contract administrator fees2019-12-31$166,281
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 name2019-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2019-12-31520783935
2018 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$27,555,996
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,454,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,242,668
Expenses. Certain deemed distributions of participant loans2018-12-31$61,802
Value of total corrective distributions2018-12-31$355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,801,106
Value of total assets at end of year2018-12-31$96,769,506
Value of total assets at beginning of year2018-12-31$73,668,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,704
Total interest from all sources2018-12-31$262,621
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,368,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,368,132
Administrative expenses professional fees incurred2018-12-31$5,200
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
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$5,707,310
Participant contributions at end of year2018-12-31$1,661,543
Participant contributions at beginning of year2018-12-31$1,363,156
Participant contributions at end of year2018-12-31$205,724
Participant contributions at beginning of year2018-12-31$195,078
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,837,634
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$23,101,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,769,506
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,668,039
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$77,829,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$61,936,635
Interest on participant loans2018-12-31$72,285
Interest earned on other investments2018-12-31$190,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,629,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,748,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,875,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,256,162
Employer contributions (assets) at end of year2018-12-31$1,443,192
Employer contributions (assets) at beginning of year2018-12-31$1,425,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,242,668
Contract administrator fees2018-12-31$144,504
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 name2018-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2018-12-31520783935
2017 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$18,696,216
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,054,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,842,792
Expenses. Certain deemed distributions of participant loans2017-12-31$18,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,499,212
Value of total assets at end of year2017-12-31$73,668,039
Value of total assets at beginning of year2017-12-31$59,025,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$192,837
Total interest from all sources2017-12-31$225,514
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,617,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,617,547
Administrative expenses professional fees incurred2017-12-31$7,500
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 period2017-12-31Yes
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$5,398,713
Participant contributions at end of year2017-12-31$1,363,156
Participant contributions at beginning of year2017-12-31$869,890
Participant contributions at end of year2017-12-31$195,078
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$851,934
Administrative expenses (other) incurred2017-12-31$44,538
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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$14,642,102
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,668,039
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,025,937
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$61,936,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,715,707
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$45,083
Interest earned on other investments2017-12-31$180,431
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,748,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,123,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,353,943
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$3,248,565
Employer contributions (assets) at end of year2017-12-31$1,425,018
Employer contributions (assets) at beginning of year2017-12-31$1,316,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,842,792
Contract administrator fees2017-12-31$140,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2017-12-31520783935
2016 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$12,635,663
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,118,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,054,094
Expenses. Certain deemed distributions of participant loans2016-12-31$13,097
Value of total corrective distributions2016-12-31$124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,374,215
Value of total assets at end of year2016-12-31$59,025,937
Value of total assets at beginning of year2016-12-31$49,508,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,256
Total interest from all sources2016-12-31$144,363
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$984,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$984,988
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$4,974,977
Participant contributions at end of year2016-12-31$869,890
Participant contributions at beginning of year2016-12-31$753,952
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,328
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$7,321
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$9,517,092
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,025,937
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,508,845
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$47,715,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,421,581
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$35,017
Interest earned on other investments2016-12-31$108,934
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,123,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,085,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,132,097
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$3,206,910
Employer contributions (assets) at end of year2016-12-31$1,316,833
Employer contributions (assets) at beginning of year2016-12-31$1,240,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,054,094
Contract administrator fees2016-12-31$51,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2016-12-31520783935
2015 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$7,888,332
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,927,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,900,877
Expenses. Certain deemed distributions of participant loans2015-12-31$2,039
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,336,956
Value of total assets at end of year2015-12-31$49,508,845
Value of total assets at beginning of year2015-12-31$44,547,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,419
Total interest from all sources2015-12-31$112,097
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,546,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,546,241
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$4,644,730
Participant contributions at end of year2015-12-31$753,952
Participant contributions at beginning of year2015-12-31$517,655
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$688,983
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$7,321
Total non interest bearing cash at beginning of year2015-12-31$37,559
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$4,960,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,508,845
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,547,848
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$39,421,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,145,164
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$27,854
Interest earned on other investments2015-12-31$84,243
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,085,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,635,911
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,106,962
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$3,003,243
Employer contributions (assets) at end of year2015-12-31$1,240,697
Employer contributions (assets) at beginning of year2015-12-31$1,211,559
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,900,877
Contract administrator fees2015-12-31$24,419
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 name2015-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2015-12-31520783935
2014 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$9,287,666
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,672,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,642,869
Expenses. Certain deemed distributions of participant loans2014-12-31$1,014
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,163,449
Value of total assets at end of year2014-12-31$44,547,848
Value of total assets at beginning of year2014-12-31$38,932,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,430
Total interest from all sources2014-12-31$92,230
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,455,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,455,618
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$4,024,409
Participant contributions at end of year2014-12-31$517,655
Participant contributions at beginning of year2014-12-31$310,133
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$468,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$8,240
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$310
Total non interest bearing cash at end of year2014-12-31$37,559
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$5,615,353
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,547,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,932,495
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,145,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,205,145
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$17,380
Interest earned on other investments2014-12-31$74,850
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,635,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,284,634
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$576,369
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$2,670,990
Employer contributions (assets) at end of year2014-12-31$1,211,559
Employer contributions (assets) at beginning of year2014-12-31$1,132,583
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,634,629
Contract administrator fees2014-12-31$28,120
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 name2014-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2014-12-31520783935
2013 : MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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$11,383,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,093,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,072,738
Expenses. Certain deemed distributions of participant loans2013-12-31$1,929
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,219,210
Value of total assets at end of year2013-12-31$38,932,495
Value of total assets at beginning of year2013-12-31$28,522,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,625
Total interest from all sources2013-12-31$76,385
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,257,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,257,679
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$3,498,953
Participant contributions at end of year2013-12-31$310,133
Participant contributions at beginning of year2013-12-31$213,329
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$324,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$45
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$9,289,981
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,932,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,522,025
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,205,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,702,643
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$11,036
Interest earned on other investments2013-12-31$65,349
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,284,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,606,053
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,829,999
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,395,494
Employer contributions (assets) at end of year2013-12-31$1,132,583
Employer contributions (assets) at beginning of year2013-12-31$1,120,489
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,072,738
Contract administrator fees2013-12-31$18,580
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 name2013-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2013-12-31520783935

Form 5500 Responses for MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN

2022: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 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: MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894687-007
Policy instance 1
Insurance contract or identification number894687-007
Number of Individuals Covered245
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894687-007
Policy instance 1
Insurance contract or identification number894687-007
Number of Individuals Covered260
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894687-007
Policy instance 1
Insurance contract or identification number894687-007
Number of Individuals Covered286
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894687-007
Policy instance 1
Insurance contract or identification number894687-007
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894687-007
Policy instance 1
Insurance contract or identification number894687-007
Number of Individuals Covered310
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894687-007
Policy instance 1
Insurance contract or identification number894687-007
Number of Individuals Covered306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60612
Policy instance 1
Insurance contract or identification numberMR 60612
Number of Individuals Covered3030
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60612
Policy instance 1
Insurance contract or identification numberMR 60612
Number of Individuals Covered2915
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60612
Policy instance 1
Insurance contract or identification numberMR 60612
Number of Individuals Covered2796
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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