TRINITY EPISCOPAL SCHOOL FOR MINISTRY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3
401k plan membership statisitcs for TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3
| Measure | Date | Value |
|---|
| 2023: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 74 |
| Total of all active and inactive participants | 2023-01-01 | 112 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 112 |
| Number of participants with account balances | 2023-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 77 |
| Total of all active and inactive participants | 2022-01-01 | 116 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 116 |
| Number of participants with account balances | 2022-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 37 |
| Number of retired or separated participants receiving benefits | 2021-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 78 |
| Total of all active and inactive participants | 2021-09-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-09-01 | 0 |
| Total participants | 2021-09-01 | 115 |
| Number of participants with account balances | 2021-09-01 | 114 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-09-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,330,301 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,607,919 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,600,841 |
| Total plan assets at end of year | 2023-12-31 | $6,037,518 |
| Total plan assets at beginning of year | 2023-12-31 | $6,315,136 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $197,230 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $7,078 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $0 |
| Noncash contributions received | 2023-12-31 | $771,709 |
| Net income (gross income less expenses) | 2023-12-31 | $-277,618 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,037,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,315,136 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $361,362 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-373,089 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,231,910 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,228,658 |
| Total plan assets at end of year | 2022-12-31 | $6,315,136 |
| Total plan assets at beginning of year | 2022-12-31 | $7,920,135 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $127,452 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,252 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-820,247 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,604,999 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,315,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,920,135 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $319,706 |
| 2021 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $7,850,983 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $212,970 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $143,818 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $143,647 |
| Total plan assets at end of year | 2021-12-31 | $7,920,135 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $30,556 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $171 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $92,682 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $69,152 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,920,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $89,732 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2023: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 3 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | First time form 5500 has been submitted | Yes |
| 2021-09-01 | Submission has been amended | No |
| 2021-09-01 | This submission is the final filing | No |
| 2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-09-01 | Plan is a collectively bargained plan | No |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2001-09-01 | | Insurance policy end date | 2001-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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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