MENTAL HEALTH ASSOCIATION OF MINNES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2011: MHAM 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 28 |
| Total participants | 2011-01-01 | 28 |
| Number of participants with account balances | 2011-01-01 | 28 |
| 2009: MHAM 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 27 |
| Measure | Date | Value |
|---|
| 2011 : MHAM 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $39,306 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $35,004 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $35,004 |
| Total plan assets at end of year | 2011-12-31 | $546,718 |
| Total plan assets at beginning of year | 2011-12-31 | $542,416 |
| Total contributions received or receivable from participants | 2011-12-31 | $2,125 |
| Other income received | 2011-12-31 | $32,773 |
| Net income (gross income less expenses) | 2011-12-31 | $4,302 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $546,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $542,416 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,408 |
| 2010 : MHAM 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $90,984 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35,505 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $35,505 |
| Total plan assets at end of year | 2010-12-31 | $542,416 |
| Total plan assets at beginning of year | 2010-12-31 | $486,937 |
| Total contributions received or receivable from participants | 2010-12-31 | $44,087 |
| Other income received | 2010-12-31 | $38,740 |
| Net income (gross income less expenses) | 2010-12-31 | $55,479 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $542,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $486,937 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,157 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386573 |
| Policy instance | 1 |
| Insurance contract or identification number | 386573 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $1,563 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386572 |
| Policy instance | 2 |
| Insurance contract or identification number | 386572 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $1,043 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386573 |
| Policy instance | 1 |
| Insurance contract or identification number | 386573 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-12-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386572 |
| Policy instance | 2 |
| Insurance contract or identification number | 386572 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-12-31 | | Total amount of fees paid to insurance company | USD $2,574 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1061 | | Additional information about fees paid to insurance broker | INVESTMENT FEES | | Insurance broker organization code? | 7 | | Insurance broker name | CREF - TIAA-CREF INVEST MGMT LLC |
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