401k Plan data: KIRKSVILLE R-III SCHOOL DISTRICT plan

KIRKSVILLE R-III SCHOOL DISTRICT 401k Plan overview

Plan Name	KIRKSVILLE R-III SCHOOL DISTRICT
Plan identification number	524

KIRKSVILLE R-III SCHOOL DISTRICT Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision

401k Sponsoring company profile

KIRKSVILLE R-III SCHOOL DISTRICT has sponsored the creation of one or more 401k plans.

Company Name: KIRKSVILLE R-III SCHOOL DISTRICT

Employer identification number (EIN): 436001909

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRKSVILLE R-III SCHOOL DISTRICT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
524 2017-01-01 ANNA THOMPSON
524 2016-01-01 HEATHER CRAIG
524 2015-01-01 HEATHER CRAIG
524 2013-10-01 HEATHER CRAIG
524 2012-10-01 DANA MACKENZIE
524 2011-10-01 DANA MACKENZIE

Plan id#	Filing Submission Date	Name of Administrator
524	2017-01-01	ANNA THOMPSON
524	2016-01-01	HEATHER CRAIG
524	2015-01-01	HEATHER CRAIG
524	2013-10-01	HEATHER CRAIG
524	2012-10-01	DANA MACKENZIE
524	2011-10-01	DANA MACKENZIE

Plan Statistics for KIRKSVILLE R-III SCHOOL DISTRICT

401k plan membership statisitcs for KIRKSVILLE R-III SCHOOL DISTRICT

Measure Date Value
2017: KIRKSVILLE R-III SCHOOL DISTRICT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 473
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 473
2016: KIRKSVILLE R-III SCHOOL DISTRICT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 472
Total of all active and inactive participants 2016-01-01 472
Total participants 2016-01-01 472
2015: KIRKSVILLE R-III SCHOOL DISTRICT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 469
Total of all active and inactive participants 2015-01-01 469
Total participants 2015-01-01 469
2013: KIRKSVILLE R-III SCHOOL DISTRICT 2013 401k membership
Total participants, beginning-of-year 2013-10-01 452
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 469
Total of all active and inactive participants 2013-10-01 469
Total participants 2013-10-01 469
2012: KIRKSVILLE R-III SCHOOL DISTRICT 2012 401k membership
Total participants, beginning-of-year 2012-10-01 404
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 432
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 432
2011: KIRKSVILLE R-III SCHOOL DISTRICT 2011 401k membership
Total participants, beginning-of-year 2011-10-01 395
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 406
Number of retired or separated participants receiving benefits 2011-10-01 10
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 416
Number of participants with account balances 2011-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0

Measure	Date	Value
2017: KIRKSVILLE R-III SCHOOL DISTRICT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	473
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	473
2016: KIRKSVILLE R-III SCHOOL DISTRICT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	472
Total of all active and inactive participants	2016-01-01	472
Total participants	2016-01-01	472
2015: KIRKSVILLE R-III SCHOOL DISTRICT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	469
Total of all active and inactive participants	2015-01-01	469
Total participants	2015-01-01	469
2013: KIRKSVILLE R-III SCHOOL DISTRICT 2013 401k membership
Total participants, beginning-of-year	2013-10-01	452
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	469
Total of all active and inactive participants	2013-10-01	469
Total participants	2013-10-01	469
2012: KIRKSVILLE R-III SCHOOL DISTRICT 2012 401k membership
Total participants, beginning-of-year	2012-10-01	404
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	432
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	432
2011: KIRKSVILLE R-III SCHOOL DISTRICT 2011 401k membership
Total participants, beginning-of-year	2011-10-01	395
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	406
Number of retired or separated participants receiving benefits	2011-10-01	10
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	416
Number of participants with account balances	2011-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0

Form 5500 Responses for KIRKSVILLE R-III SCHOOL DISTRICT

2017: KIRKSVILLE R-III SCHOOL DISTRICT 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: KIRKSVILLE R-III SCHOOL DISTRICT 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: KIRKSVILLE R-III SCHOOL DISTRICT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: KIRKSVILLE R-III SCHOOL DISTRICT 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	First time form 5500 has been submitted	Yes
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: KIRKSVILLE R-III SCHOOL DISTRICT 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	First time form 5500 has been submitted	Yes
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: KIRKSVILLE R-III SCHOOL DISTRICT 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	First time form 5500 has been submitted	Yes
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

AMERICAN NATIONAL INSURANCE/BARDON INSURANCE GROUP (National Association of Insurance Commissioners NAIC id number: 000 )

Policy contract number

AN-1501009-3

Policy instance

Insurance contract or identification number	AN-1501009-3
Number of Individuals Covered	473
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	STOP LOSS

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Company Name:	KIRKSVILLE R-III SCHOOL DISTRICT
Employer identification number (EIN):	436001909
NAIC Classification:	611000