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RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameRONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN
Plan identification number 001

RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY 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.

401k Sponsoring company profile

RONALD MCDONALD HOUSE CHARITIES OF GREATER WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name:RONALD MCDONALD HOUSE CHARITIES OF GREATER WASHINGTON
Employer identification number (EIN):521132262
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01KAREN TORRES2017-10-24
0012014-01-01MARGARET GROAT
0012013-01-01MARGARET GROAT
0012012-01-01MARGARET GROAT
0012011-01-01KAREN TORRES
0012010-01-01GARY P FITZGERALD
0012009-01-01GARY P FITZGERALD
0012009-01-01GARY P FITZGERALD
0012009-01-01GARY P FITZGERALD

Plan Statistics for RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN

Measure Date Value
2014: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0121
Total participants2013-01-0121
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
2011: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0118
Total participants2011-01-0118
2010: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0118
Total participants2010-01-0118
Number of participants with account balances2010-01-0118
2009: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-0130
Total participants2009-01-0130
Number of participants with account balances2009-01-0130

Financial Data on RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN

Measure Date Value
2014 : RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources2014-12-31$15,972
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$302,707
Total plan assets at beginning of year2014-12-31$286,735
Other income received2014-12-31$15,972
Net income (gross income less expenses)2014-12-31$15,972
Net plan assets at end of year (total assets less liabilities)2014-12-31$302,707
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$286,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources2013-12-31$18,868
Expenses. Total of all expenses incurred2013-12-31$276,318
Benefits paid (including direct rollovers)2013-12-31$275,686
Total plan assets at end of year2013-12-31$286,735
Total plan assets at beginning of year2013-12-31$544,185
Total contributions received or receivable from participants2013-12-31$5,430
Expenses. Other expenses not covered elsewhere2013-12-31$632
Net income (gross income less expenses)2013-12-31$-257,450
Net plan assets at end of year (total assets less liabilities)2013-12-31$286,735
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$544,185
Total contributions received or receivable from employer(s)2013-12-31$13,438
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources2012-12-31$138,000
Expenses. Total of all expenses incurred2012-12-31$3,660
Total plan assets at end of year2012-12-31$544,185
Total plan assets at beginning of year2012-12-31$409,845
Total contributions received or receivable from participants2012-12-31$68,338
Other income received2012-12-31$42,669
Net income (gross income less expenses)2012-12-31$134,340
Net plan assets at end of year (total assets less liabilities)2012-12-31$544,185
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$409,845
Total contributions received or receivable from employer(s)2012-12-31$26,993
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,660
2011 : RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$-83,379
Expenses. Total of all expenses incurred2011-12-31$2,643
Total plan assets at end of year2011-12-31$409,845
Total plan assets at beginning of year2011-12-31$495,867
Total contributions received or receivable from participants2011-12-31$41,718
Other income received2011-12-31$-153,102
Net income (gross income less expenses)2011-12-31$-86,022
Net plan assets at end of year (total assets less liabilities)2011-12-31$409,845
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$495,867
Total contributions received or receivable from employer(s)2011-12-31$28,005
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,643
2010 : RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total income from all sources2010-12-31$101,180
Expenses. Total of all expenses incurred2010-12-31$2,737
Total plan assets at end of year2010-12-31$495,867
Total plan assets at beginning of year2010-12-31$397,424
Total contributions received or receivable from participants2010-12-31$42,359
Other income received2010-12-31$27,363
Net income (gross income less expenses)2010-12-31$98,443
Net plan assets at end of year (total assets less liabilities)2010-12-31$495,867
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$397,424
Total contributions received or receivable from employer(s)2010-12-31$31,458
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,737

Form 5500 Responses for RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN

2014: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: RONALD MCDONALD HOUSE TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010004741
Policy instance 2
Insurance contract or identification numberA010004741
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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?No
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
Insurance broker organization code?3
Insurance broker nameGEORGE S KINIGOPOULOS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0115446EE
Policy instance 1
Insurance contract or identification numberART0115446EE
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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?No
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
Insurance broker organization code?3
Insurance broker nameGEORGE S KINIGOPOULOS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0115446EE
Policy instance 1
Insurance contract or identification numberART0115446EE
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $524
Total amount of fees paid to insurance companyUSD $15
Are there contracts with allocated funds for individual policies?Yes
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?No
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 $473
Insurance broker organization code?3
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerFEES
Insurance broker nameKINIGOPOULOS GEORGE S
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010004741
Policy instance 2
Insurance contract or identification numberA010004741
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $93
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
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 $93
Insurance broker organization code?3
Insurance broker nameWALSH THOMAS STEPHEN
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0115446EE
Policy instance 1
Insurance contract or identification numberART0115446EE
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,067
Total amount of fees paid to insurance companyUSD $462
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $2,809
Insurance broker organization code?3
Amount paid for insurance broker fees93
Additional information about fees paid to insurance brokerOTHER FEES
Insurance broker nameGEORGE S KINGOPOULOS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010004741
Policy instance 2
Insurance contract or identification numberA010004741
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $131
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $129
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES MICHAEL VAN EPEREN
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0115446EE
Policy instance 1
Insurance contract or identification numberART0115446EE
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,502
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010004741
Policy instance 2
Insurance contract or identification numberA010004741
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $141
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberEXT0115436EE
Policy instance 1
Insurance contract or identification numberEXT0115436EE
Number of Individuals Covered15
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,373
Total amount of fees paid to insurance companyUSD $231
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,950
Insurance broker organization code?3
Amount paid for insurance broker fees231
Insurance broker nameJAMES M VAN EPEREN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010004741
Policy instance 2
Insurance contract or identification numberA010004741
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $133
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114
Insurance broker organization code?3
Insurance broker nameJAMES M VAN EPEREN

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