Logo

AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 401k Plan overview

Plan NameAMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN
Plan identification number 002

AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN BAPTIST HOMES OF THE MIDWEST has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN BAPTIST HOMES OF THE MIDWEST
Employer identification number (EIN):410706155
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about AMERICAN BAPTIST HOMES OF THE MIDWEST

Jurisdiction of Incorporation: South Dakota Secretary of State
Incorporation Date:
Company Identification Number: FN008683

More information about AMERICAN BAPTIST HOMES OF THE MIDWEST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANDREA BLATNIK
0022016-01-01ANDREA BLATNIK
0022015-01-01ANDREA BLATNIK
0022014-01-01ANDREA BLATNIK
0022013-01-01ANDREA BLATNIK
0022012-01-01ANDREA BLATNIK
0022011-01-01ANDREA BLATNIK
0022010-01-01ANDREA BLATNIK
0022009-01-01ANDREA BLATNIK

Plan Statistics for AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

401k plan membership statisitcs for AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

Measure Date Value
2022: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,492
Total number of active participants reported on line 7a of the Form 55002022-01-011,254
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01242
Total of all active and inactive participants2022-01-011,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-011,524
Number of participants with account balances2022-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,547
Total number of active participants reported on line 7a of the Form 55002021-01-011,284
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01175
Total of all active and inactive participants2021-01-011,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-011,492
Number of participants with account balances2021-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,651
Total number of active participants reported on line 7a of the Form 55002020-01-011,315
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01209
Total of all active and inactive participants2020-01-011,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-011,547
Number of participants with account balances2020-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0176
2019: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,916
Total number of active participants reported on line 7a of the Form 55002019-01-011,467
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01153
Total of all active and inactive participants2019-01-011,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-011,651
Number of participants with account balances2019-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0164
2018: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,759
Total number of active participants reported on line 7a of the Form 55002018-01-011,527
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01356
Total of all active and inactive participants2018-01-011,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-011,916
Number of participants with account balances2018-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01100
2017: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,078
Total number of active participants reported on line 7a of the Form 55002017-01-011,531
Number of retired or separated participants receiving benefits2017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-01175
Total of all active and inactive participants2017-01-011,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-011,740
Number of participants with account balances2017-01-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01139
2016: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,407
Total number of active participants reported on line 7a of the Form 55002016-01-011,571
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-01472
Total of all active and inactive participants2016-01-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-012,078
Number of participants with account balances2016-01-011,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01124
2015: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,049
Total number of active participants reported on line 7a of the Form 55002015-01-011,518
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-01856
Total of all active and inactive participants2015-01-012,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,407
Number of participants with account balances2015-01-012,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01132
2014: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,758
Total number of active participants reported on line 7a of the Form 55002014-01-011,471
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-01557
Total of all active and inactive participants2014-01-012,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,049
Number of participants with account balances2014-01-011,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,483
Total number of active participants reported on line 7a of the Form 55002013-01-011,452
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01296
Total of all active and inactive participants2013-01-011,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,758
Number of participants with account balances2013-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,564
Total number of active participants reported on line 7a of the Form 55002012-01-011,220
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-01242
Total of all active and inactive participants2012-01-011,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,483
Number of participants with account balances2012-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01402
2011: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,457
Total number of active participants reported on line 7a of the Form 55002011-01-011,238
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-01227
Total of all active and inactive participants2011-01-011,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,486
Number of participants with account balances2011-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01297
2010: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,669
Total number of active participants reported on line 7a of the Form 55002010-01-011,096
Number of retired or separated participants receiving benefits2010-01-0120
Number of other retired or separated participants entitled to future benefits2010-01-01222
Total of all active and inactive participants2010-01-011,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,338
Number of participants with account balances2010-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01192
2009: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,647
Total number of active participants reported on line 7a of the Form 55002009-01-011,421
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-01231
Total of all active and inactive participants2009-01-011,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,669
Number of participants with account balances2009-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01400

Financial Data on AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

Measure Date Value
2022 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,244,799
Total of all expenses incurred2022-12-31$3,478,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,357,796
Expenses. Certain deemed distributions of participant loans2022-12-31$16,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,677,578
Value of total assets at end of year2022-12-31$17,573,123
Value of total assets at beginning of year2022-12-31$22,296,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,119
Total interest from all sources2022-12-31$35,805
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$258,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$258,090
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,343,088
Participant contributions at end of year2022-12-31$388,480
Participant contributions at beginning of year2022-12-31$408,853
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$48,766
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$756
Administrative expenses (other) incurred2022-12-31$79,119
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$58,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,722,929
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,573,123
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,296,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,129,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,874,621
Interest on participant loans2022-12-31$19,408
Interest earned on other investments2022-12-31$16,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$94,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$21,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$21,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$657,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$562,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,216,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$302,815
Employer contributions (assets) at end of year2022-12-31$302,815
Employer contributions (assets) at beginning of year2022-12-31$319,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,357,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,612,910
Total of all expenses incurred2021-12-31$2,484,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,383,996
Expenses. Certain deemed distributions of participant loans2021-12-31$4,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,913,547
Value of total assets at end of year2021-12-31$22,296,052
Value of total assets at beginning of year2021-12-31$20,167,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,881
Total interest from all sources2021-12-31$19,951
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$218,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$218,328
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,315,377
Participant contributions at end of year2021-12-31$408,853
Participant contributions at beginning of year2021-12-31$379,792
Participant contributions at end of year2021-12-31$48,766
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$278,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$249
Administrative expenses (other) incurred2021-12-31$70,881
Total non interest bearing cash at end of year2021-12-31$58,987
Total non interest bearing cash at beginning of year2021-12-31$42,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,128,092
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,296,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,167,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,874,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,751,289
Interest on participant loans2021-12-31$19,138
Interest earned on other investments2021-12-31$813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$21,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$562,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$647,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,461,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$319,965
Employer contributions (assets) at end of year2021-12-31$319,965
Employer contributions (assets) at beginning of year2021-12-31$330,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,383,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,186,256
Total of all expenses incurred2020-12-31$2,085,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,993,708
Expenses. Certain deemed distributions of participant loans2020-12-31$3,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,777,752
Value of total assets at end of year2020-12-31$20,167,960
Value of total assets at beginning of year2020-12-31$18,067,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,497
Total interest from all sources2020-12-31$36,162
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$252,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$252,335
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,355,498
Participant contributions at end of year2020-12-31$379,792
Participant contributions at beginning of year2020-12-31$361,622
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$362
Administrative expenses (other) incurred2020-12-31$69,747
Total non interest bearing cash at end of year2020-12-31$42,769
Total non interest bearing cash at beginning of year2020-12-31$27,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,100,361
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,167,960
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,067,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,751,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,604,760
Interest on participant loans2020-12-31$19,653
Interest earned on other investments2020-12-31$16,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$43,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$43,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$647,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$693,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,120,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$330,752
Employer contributions (assets) at end of year2020-12-31$330,752
Employer contributions (assets) at beginning of year2020-12-31$337,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,993,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,991,239
Total of all expenses incurred2019-12-31$2,439,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,339,684
Expenses. Certain deemed distributions of participant loans2019-12-31$825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,935,234
Value of total assets at end of year2019-12-31$18,067,599
Value of total assets at beginning of year2019-12-31$15,516,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,164
Total interest from all sources2019-12-31$38,626
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$220,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$220,619
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,405,640
Participant contributions at end of year2019-12-31$361,622
Participant contributions at beginning of year2019-12-31$363,592
Participant contributions at beginning of year2019-12-31$56,056
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$192,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$889
Administrative expenses (other) incurred2019-12-31$73,914
Total non interest bearing cash at end of year2019-12-31$27,031
Total non interest bearing cash at beginning of year2019-12-31$20,572
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$2,551,566
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,067,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,516,033
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
Investment advisory and management fees2019-12-31$25,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,604,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,040,960
Interest on participant loans2019-12-31$19,704
Interest earned on other investments2019-12-31$18,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$43,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$693,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$636,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,796,760
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$337,277
Employer contributions (assets) at end of year2019-12-31$337,277
Employer contributions (assets) at beginning of year2019-12-31$378,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,339,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total income from all sources (including contributions)2018-12-31$698,060
Total of all expenses incurred2018-12-31$1,811,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,687,313
Expenses. Certain deemed distributions of participant loans2018-12-31$4,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,755,805
Value of total assets at end of year2018-12-31$15,516,033
Value of total assets at beginning of year2018-12-31$16,629,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,723
Total interest from all sources2018-12-31$31,344
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$510,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$510,334
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,353,157
Participant contributions at end of year2018-12-31$363,592
Participant contributions at beginning of year2018-12-31$228,103
Participant contributions at end of year2018-12-31$56,056
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$249
Administrative expenses (other) incurred2018-12-31$100,973
Total non interest bearing cash at end of year2018-12-31$20,572
Total non interest bearing cash at beginning of year2018-12-31$7,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,113,712
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,516,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,629,745
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
Investment advisory and management fees2018-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,040,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,334,868
Interest on participant loans2018-12-31$14,643
Interest earned on other investments2018-12-31$16,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$59,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$59,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$636,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$640,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,599,423
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$377,994
Employer contributions (assets) at end of year2018-12-31$378,016
Employer contributions (assets) at beginning of year2018-12-31$359,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,687,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,064,614
Total of all expenses incurred2017-12-31$1,927,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,743,869
Expenses. Certain deemed distributions of participant loans2017-12-31$559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,936,707
Value of total assets at end of year2017-12-31$16,629,745
Value of total assets at beginning of year2017-12-31$14,492,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$182,825
Total interest from all sources2017-12-31$19,711
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,359,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,359,868
Administrative expenses professional fees incurred2017-12-31$3,472
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,439,797
Participant contributions at end of year2017-12-31$228,103
Participant contributions at beginning of year2017-12-31$178,739
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$137,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$24
Administrative expenses (other) incurred2017-12-31$142,660
Total non interest bearing cash at end of year2017-12-31$7,855
Total non interest bearing cash at beginning of year2017-12-31$4,488
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$2,137,361
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,629,745
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,492,384
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
Investment advisory and management fees2017-12-31$36,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,334,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,134,610
Interest on participant loans2017-12-31$8,979
Interest earned on other investments2017-12-31$10,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$59,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$56,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$56,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$640,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$742,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$748,328
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$359,148
Employer contributions (assets) at end of year2017-12-31$359,148
Employer contributions (assets) at beginning of year2017-12-31$375,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,743,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,048,465
Total of all expenses incurred2016-12-31$1,985,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,784,552
Expenses. Certain deemed distributions of participant loans2016-12-31$8,528
Value of total corrective distributions2016-12-31$6,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,902,412
Value of total assets at end of year2016-12-31$14,492,384
Value of total assets at beginning of year2016-12-31$13,429,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$185,324
Total interest from all sources2016-12-31$26,274
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$363,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$363,379
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,485,136
Participant contributions at end of year2016-12-31$178,739
Participant contributions at beginning of year2016-12-31$138,383
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$86
Administrative expenses (other) incurred2016-12-31$144,700
Total non interest bearing cash at end of year2016-12-31$4,488
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$1,063,284
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,492,384
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,429,100
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
Investment advisory and management fees2016-12-31$40,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,134,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,087,566
Interest on participant loans2016-12-31$6,779
Interest earned on other investments2016-12-31$19,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$56,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$742,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$769,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$756,400
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$375,855
Employer contributions (assets) at end of year2016-12-31$375,855
Employer contributions (assets) at beginning of year2016-12-31$425,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,784,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$5,727
Total income from all sources (including contributions)2015-12-31$1,417,625
Total of all expenses incurred2015-12-31$977,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$879,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,895,576
Value of total assets at end of year2015-12-31$13,429,100
Value of total assets at beginning of year2015-12-31$12,983,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98,398
Total interest from all sources2015-12-31$15,236
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$374,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$374,396
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,463,168
Participant contributions at end of year2015-12-31$138,383
Participant contributions at beginning of year2015-12-31$124,327
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$86
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$49
Administrative expenses (other) incurred2015-12-31$85,898
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$439,989
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,429,100
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,983,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,087,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,825,679
Interest on participant loans2015-12-31$5,202
Interest earned on other investments2015-12-31$10,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$769,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$658,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-867,583
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$402,757
Employer contributions (assets) at end of year2015-12-31$425,525
Employer contributions (assets) at beginning of year2015-12-31$362,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$879,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$12,684
Total income from all sources (including contributions)2014-12-31$2,574,659
Total of all expenses incurred2014-12-31$1,697,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,550,095
Value of total corrective distributions2014-12-31$2,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,904,314
Value of total assets at end of year2014-12-31$12,983,384
Value of total assets at beginning of year2014-12-31$12,093,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$144,626
Total interest from all sources2014-12-31$12,472
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$634,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$634,464
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,218,682
Participant contributions at end of year2014-12-31$124,327
Participant contributions at beginning of year2014-12-31$61,912
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$78,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9
Administrative expenses (other) incurred2014-12-31$132,126
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$877,278
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,983,384
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,093,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,825,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,322,747
Interest on participant loans2014-12-31$3,842
Interest earned on other investments2014-12-31$8,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$28,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$28,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$658,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$680,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,409
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$607,562
Employer contributions (assets) at end of year2014-12-31$362,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,550,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$640,607
Total income from all sources (including contributions)2013-12-31$2,354,040
Total of all expenses incurred2013-12-31$1,866,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,760,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,068,757
Value of total assets at end of year2013-12-31$12,093,422
Value of total assets at beginning of year2013-12-31$10,965,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$105,677
Total interest from all sources2013-12-31$5,910
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$271,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$271,080
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,076,716
Participant contributions at end of year2013-12-31$61,912
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,498,062
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9
Administrative expenses (other) incurred2013-12-31$80,677
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$487,801
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,093,422
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,965,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,322,747
Interest on participant loans2013-12-31$975
Interest earned on other investments2013-12-31$4,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$28,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$680,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,466,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,008,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$-28,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,760,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,910,368
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,727,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,724,262
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$2,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$790,442
Value of total assets at end of year2012-12-31$10,965,014
Value of total assets at beginning of year2012-12-31$10,781,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$78,099
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
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$760,597
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,498,062
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,256,898
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,845
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1,041,827
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$183,173
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,965,014
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,781,841
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$78,099
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,466,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,524,943
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,724,262
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA 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$1,036,654
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$883,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$882,439
Value of total corrective distributions2011-12-31$1,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,100,177
Value of total assets at end of year2011-12-31$10,781,841
Value of total assets at beginning of year2011-12-31$10,628,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$73,505
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$500,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$818,808
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,256,898
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,375,010
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,057
Other income not declared elsewhere2011-12-31$-137,028
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$152,866
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,781,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,628,975
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
Interest earned on other investments2011-12-31$73,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,524,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,253,965
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$264,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$882,439
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,144,765
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$786,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$783,311
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$2,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,003,290
Value of total assets at end of year2010-12-31$10,628,975
Value of total assets at beginning of year2010-12-31$9,270,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$72,095
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
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$756,770
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,375,010
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,199,537
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$301,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,069,380
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,358,704
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,628,975
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,270,271
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$72,095
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,253,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,769,706
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$242,894
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$783,311
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : AMERICAN BAPTIST HOMES OF THE MIDWEST TDA 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

Form 5500 Responses for AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

2022: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA 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 benefit arrangement – InsuranceYes
2011: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA 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 benefit arrangement – InsuranceYes
2010: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AMERICAN BAPTIST HOMES OF THE MIDWEST TDA 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered31
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered751
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered31
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered739
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered840
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered34
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered920
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered39
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered1220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered41
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered1188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 2
Insurance contract or identification number1005041-01
Number of Individuals Covered44
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 1
Insurance contract or identification numberTA069512
Number of Individuals Covered2171
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 1
Insurance contract or identification number1005041-01
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 2
Insurance contract or identification numberTA069512
Number of Individuals Covered1778
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069512
Policy instance 2
Insurance contract or identification numberTA069512
Number of Individuals Covered663
Insurance policy start date2013-05-08
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 1
Insurance contract or identification number1005041-01
Number of Individuals Covered50
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,721
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,716
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES CORPORATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 1
Insurance contract or identification number1005041-01
Number of Individuals Covered607
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $20,756
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 $20,743
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES CORPORATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 1
Insurance contract or identification number1005041-01
Number of Individuals Covered621
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,818
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005041-01
Policy instance 1
Insurance contract or identification number1005041-01
Number of Individuals Covered591
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,998
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1