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MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 401k Plan overview

Plan NameMILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN
Plan identification number 002

MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

MILWAUKEE PROTESTANT HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILWAUKEE PROTESTANT HOME, INC.
Employer identification number (EIN):392023357
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHELLE DOBLAR MICHELLE DOBLAR2018-08-09
0022016-01-01MICHELLE DOBLAR MICHELLE DOBLAR2017-10-03
0022015-01-01JENNIFER EICHHORN
0022015-01-01JENNIFER EICHHORN
0022014-01-01JENNIFER EICHHORN
0022013-01-01JENNIFER EICHHORN
0022012-01-01JENNIFER EICHHORN JENNIFER EICHHORN2013-07-29
0022011-01-01BARBARA A TICE
0022009-01-01BARBARA TICE

Plan Statistics for MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN

401k plan membership statisitcs for MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN

Measure Date Value
2020: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01141
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01239
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01200
Number of participants with account balances2017-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01233
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01242
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01123
Total of all active and inactive participants2015-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01232
Number of participants with account balances2015-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01222
Number of participants with account balances2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01244
Total number of active participants reported on line 7a of the Form 55002013-01-01103
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01219
Number of participants with account balances2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01276
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01129
Total of all active and inactive participants2012-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01245
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01267
Number of participants with account balances2011-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01250
Number of participants with account balances2009-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN

Measure Date Value
2020 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-14$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-14$0
Total income from all sources (including contributions)2020-02-14$37,886
Total loss/gain on sale of assets2020-02-14$0
Total of all expenses incurred2020-02-14$1,445,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-14$1,436,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-14$0
Value of total assets at end of year2020-02-14$0
Value of total assets at beginning of year2020-02-14$1,407,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-14$8,171
Total interest from all sources2020-02-14$553
Total dividends received (eg from common stock, registered investment company shares)2020-02-14$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-14Yes
Was this plan covered by a fidelity bond2020-02-14Yes
Value of fidelity bond cover2020-02-14$350,000
If this is an individual account plan, was there a blackout period2020-02-14No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-14$0
Funding deficiency by the employer to the plan for this plan year2020-02-14$0
Minimum employer required contribution for this plan year2020-02-14$0
Amount contributed by the employer to the plan for this plan year2020-02-14$0
Were there any nonexempt tranactions with any party-in-interest2020-02-14No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-14No
Value of net income/loss2020-02-14$-1,407,243
Value of net assets at end of year (total assets less liabilities)2020-02-14$0
Value of net assets at beginning of year (total assets less liabilities)2020-02-14$1,407,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-14No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-14No
Were any leases to which the plan was party in default or uncollectible2020-02-14No
Value of interest in pooled separate accounts at end of year2020-02-14$0
Value of interest in pooled separate accounts at beginning of year2020-02-14$1,189,365
Interest earned on other investments2020-02-14$553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-14$217,878
Net investment gain/loss from pooled separate accounts2020-02-14$37,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-14No
Was there a failure to transmit to the plan any participant contributions2020-02-14No
Has the plan failed to provide any benefit when due under the plan2020-02-14No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-14$1,436,958
Contract administrator fees2020-02-14$8,171
Did the plan have assets held for investment2020-02-14Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-14No
Opinion of an independent qualified public accountant for this plan2020-02-14Disclaimer
Accountancy firm name2020-02-14REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2020-02-14390747409
2019 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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$417,847
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,020,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,008,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$66,123
Value of total assets at end of year2019-12-31$1,407,243
Value of total assets at beginning of year2019-12-31$2,009,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,509
Total interest from all sources2019-12-31$8,041
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$61,103
Amount contributed by the employer to the plan for this plan year2019-12-31$61,103
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-602,606
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,407,243
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,009,849
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 pooled separate accounts at end of year2019-12-31$1,189,365
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,587,166
Interest earned on other investments2019-12-31$8,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$217,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$422,683
Net investment gain or loss from common/collective trusts2019-12-31$343,683
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$66,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,008,944
Contract administrator fees2019-12-31$11,509
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 name2019-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2019-12-31390747409
2018 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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$0
Total income from all sources (including contributions)2018-12-31$-41,465
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$138,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$50,162
Value of total assets at end of year2018-12-31$2,009,849
Value of total assets at beginning of year2018-12-31$2,189,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,687
Total interest from all sources2018-12-31$9,145
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$50,162
Amount contributed by the employer to the plan for this plan year2018-12-31$50,162
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-180,100
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,009,849
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,189,949
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 pooled separate accounts at end of year2018-12-31$1,587,166
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,764,121
Interest earned on other investments2018-12-31$9,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$422,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$425,828
Net investment gain/loss from pooled separate accounts2018-12-31$-100,772
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$50,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,948
Contract administrator fees2018-12-31$2,687
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 name2018-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2018-12-31390747409
2017 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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$374,980
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$497,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$495,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$78,036
Value of total assets at end of year2017-12-31$2,189,949
Value of total assets at beginning of year2017-12-31$2,312,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,442
Total interest from all sources2017-12-31$9,598
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$78,036
Amount contributed by the employer to the plan for this plan year2017-12-31$78,036
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-122,841
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,189,949
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,312,790
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 pooled separate accounts at end of year2017-12-31$1,764,121
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,824,275
Interest earned on other investments2017-12-31$9,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$425,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$488,515
Net investment gain/loss from pooled separate accounts2017-12-31$287,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$78,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$495,379
Contract administrator fees2017-12-31$2,442
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 name2017-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2017-12-31390747409
2016 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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$198,163
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$111,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$109,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$60,178
Value of total assets at end of year2016-12-31$2,312,790
Value of total assets at beginning of year2016-12-31$2,225,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,515
Total interest from all sources2016-12-31$11,130
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$60,178
Amount contributed by the employer to the plan for this plan year2016-12-31$60,178
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$86,966
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,312,790
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,225,824
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 pooled separate accounts at end of year2016-12-31$1,824,275
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,730,711
Interest earned on other investments2016-12-31$11,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$488,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$495,113
Net investment gain/loss from pooled separate accounts2016-12-31$126,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$60,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$109,682
Contract administrator fees2016-12-31$1,515
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 name2016-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2016-12-31390747409
2015 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$59,429
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$288,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$286,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$69,875
Value of total assets at end of year2015-12-31$2,225,824
Value of total assets at beginning of year2015-12-31$2,454,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,120
Total interest from all sources2015-12-31$11,787
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$66,439
Amount contributed by the employer to the plan for this plan year2015-12-31$66,439
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$-3,214
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$-228,671
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,225,824
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,454,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,730,711
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,969,766
Interest earned on other investments2015-12-31$11,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$495,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$484,729
Net investment gain/loss from pooled separate accounts2015-12-31$-19,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$69,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$286,980
Contract administrator fees2015-12-31$1,120
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 name2015-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2015-12-31390747409
2014 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$213,008
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$336,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$330,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,347
Value of total assets at end of year2014-12-31$2,454,495
Value of total assets at beginning of year2014-12-31$2,578,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,808
Total interest from all sources2014-12-31$11,864
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$69,028
Amount contributed by the employer to the plan for this plan year2014-12-31$69,028
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-123,600
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,454,495
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,578,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,969,766
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,084,253
Interest earned on other investments2014-12-31$11,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$484,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$493,842
Net investment gain/loss from pooled separate accounts2014-12-31$133,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$67,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$330,800
Contract administrator fees2014-12-31$5,808
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 name2014-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2014-12-31390747409
2013 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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$503,838
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$550,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$548,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$69,076
Value of total assets at end of year2013-12-31$2,578,095
Value of total assets at beginning of year2013-12-31$2,625,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,235
Total interest from all sources2013-12-31$12,939
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$69,076
Amount contributed by the employer to the plan for this plan year2013-12-31$69,076
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-47,124
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,578,095
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,625,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,084,253
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,065,044
Interest earned on other investments2013-12-31$12,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$493,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$560,175
Net investment gain/loss from pooled separate accounts2013-12-31$421,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$69,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$548,727
Contract administrator fees2013-12-31$2,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2013-12-31390747409
2012 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$416,615
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$536,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$533,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,165
Value of total assets at end of year2012-12-31$2,625,219
Value of total assets at beginning of year2012-12-31$2,745,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,720
Total interest from all sources2012-12-31$14,877
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$135,389
Amount contributed by the employer to the plan for this plan year2012-12-31$135,389
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-119,813
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,625,219
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,745,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,065,044
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,178,029
Interest earned on other investments2012-12-31$14,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$560,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$567,003
Net investment gain/loss from pooled separate accounts2012-12-31$269,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$132,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$533,708
Contract administrator fees2012-12-31$2,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2012-12-31390747409
2011 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$253,449
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$154,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$153,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$284,295
Value of total assets at end of year2011-12-31$2,745,032
Value of total assets at beginning of year2011-12-31$2,645,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$980
Total interest from all sources2011-12-31$14,186
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$262,808
Amount contributed by the employer to the plan for this plan year2011-12-31$262,808
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$99,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,745,032
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,645,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,178,029
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,247,955
Interest earned on other investments2011-12-31$14,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$567,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$397,833
Net investment gain/loss from pooled separate accounts2011-12-31$-45,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$284,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$153,225
Contract administrator fees2011-12-31$980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2011-12-31390747409
2010 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$557,357
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$125,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$124,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$295,642
Value of total assets at end of year2010-12-31$2,645,788
Value of total assets at beginning of year2010-12-31$2,214,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,119
Total interest from all sources2010-12-31$12,800
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$309,259
Amount contributed by the employer to the plan for this plan year2010-12-31$309,259
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$431,399
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,645,788
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,214,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,247,955
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,862,327
Interest earned on other investments2010-12-31$12,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$397,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$352,062
Net investment gain/loss from pooled separate accounts2010-12-31$248,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$295,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$124,839
Contract administrator fees2010-12-31$1,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2010-12-31390747409
2009 : MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$284,722
Amount contributed by the employer to the plan for this plan year2009-12-31$284,722

Form 5500 Responses for MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN

2020: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE 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: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILWAUKEE PROTESTANT HOME, INC. MONEY PURCHASE MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $583
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,221
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $10,221
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,954
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $10,954
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,069
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $11,069
Insurance broker organization code?3
Insurance broker nameROBERT L WARNER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,413
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
Commission paid to Insurance BrokerUSD $11,413
Insurance broker organization code?3
Insurance broker nameROBERT L WARNER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered222
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,530
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
Commission paid to Insurance BrokerUSD $12,530
Insurance broker organization code?3
Insurance broker nameROBERT L WARNER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered219
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,749
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
Commission paid to Insurance BrokerUSD $12,749
Insurance broker organization code?3
Insurance broker nameROBERT WARNER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered245
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,227
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
Commission paid to Insurance BrokerUSD $14,227
Insurance broker organization code?3
Insurance broker nameROBERT WARNER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered267
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,647
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number64288
Policy instance 1
Insurance contract or identification number64288
Number of Individuals Covered272
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,013
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
Commission paid to Insurance BrokerUSD $12,013
Insurance broker organization code?3
Insurance broker nameROBERT WARNER

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