401k Plan data: METRO EMPLOYEES RETIREMENT PLAN plan

METRO EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	METRO EMPLOYEES RETIREMENT PLAN
Plan identification number	002

METRO EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
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.

401k Sponsoring company profile

METROPOLITAN CHARITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: METROPOLITAN CHARITIES, INC.

Employer identification number (EIN): 593153947

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METRO EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PRIYA RAJKUMAR 2024-10-09
002 2022-01-01 PRIYA RAJKUMAR 2023-10-12
002 2021-01-01 CAROLINA APICELLA 2022-10-07
002 2021-01-01 PRIYA RAJKUMAR 2023-05-19
002 2020-01-01 PRIYA RAJKUMAR 2021-10-14
002 2019-01-01 PRIYA RAJKUMAR 2020-10-12
002 2018-01-01 LORRAINE LANGLOIS 2019-10-14
002 2017-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	PRIYA RAJKUMAR	2024-10-09
002	2022-01-01	PRIYA RAJKUMAR	2023-10-12
002	2021-01-01	CAROLINA APICELLA	2022-10-07
002	2021-01-01	PRIYA RAJKUMAR	2023-05-19
002	2020-01-01	PRIYA RAJKUMAR	2021-10-14
002	2019-01-01	PRIYA RAJKUMAR	2020-10-12
002	2018-01-01	LORRAINE LANGLOIS	2019-10-14
002	2017-10-01

Plan Statistics for METRO EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for METRO EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: METRO EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 144
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 37
Total of all active and inactive participants 2023-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 181
Number of participants with account balances 2023-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 18
2022: METRO EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 183
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 207
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 29
2021: METRO EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 181
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 210
Number of participants with account balances 2021-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: METRO EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 170
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 182
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 27
2019: METRO EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 192
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: METRO EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 172
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 173
Number of participants with account balances 2018-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: METRO EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 144
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 133
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 6
Total of all active and inactive participants 2017-10-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 139
Number of participants with account balances 2017-10-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 6

Measure	Date	Value
2023: METRO EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	144
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	37
Total of all active and inactive participants	2023-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	181
Number of participants with account balances	2023-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	18
2022: METRO EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	183
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	207
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	29
2021: METRO EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	181
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	210
Number of participants with account balances	2021-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: METRO EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	170
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	182
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	27
2019: METRO EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	192
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: METRO EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	172
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	173
Number of participants with account balances	2018-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: METRO EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	144
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	133
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	6
Total of all active and inactive participants	2017-10-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	139
Number of participants with account balances	2017-10-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	6

Financial Data on METRO EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2023 : METRO EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,769,619
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$646,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$615,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,131,412
Value of total assets at end of year	2023-12-31	$5,103,827
Value of total assets at beginning of year	2023-12-31	$3,980,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$30,686
Total interest from all sources	2023-12-31	$2,758
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$631,018
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$58
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$151,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,123,501
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$5,103,827
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$3,980,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$30,686
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,822,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$3,726,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$46,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$57,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$57,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$2,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$234,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$196,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$635,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$349,067
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$615,432
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BARTON, GONZALEZ & MYERS, PA
Accountancy firm EIN	2023-12-31	592970580
2022 : METRO EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$223,618
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$581,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$547,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$970,481
Value of total assets at end of year	2022-12-31	$3,980,326
Value of total assets at beginning of year	2022-12-31	$4,338,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,289
Total interest from all sources	2022-12-31	$1,894
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$690,543
Participant contributions at end of year	2022-12-31	$58
Participant contributions at beginning of year	2022-12-31	$30,955
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,754
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-357,751
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,980,326
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,338,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$34,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,726,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,993,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$57,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$295,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$295,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$196,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-748,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$274,184
Employer contributions (assets) at beginning of year	2022-12-31	$18,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$547,080
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BARTON, GONZALEZ & MYERS, PA
Accountancy firm EIN	2022-12-31	592970580
2021 : METRO EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,597,652
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$389,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$358,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,144,804
Value of total assets at end of year	2021-12-31	$4,338,077
Value of total assets at beginning of year	2021-12-31	$3,129,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,889
Total interest from all sources	2021-12-31	$1,467
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$633,391
Participant contributions at end of year	2021-12-31	$30,955
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$109,626
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,208,245
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,338,077
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,129,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$30,889
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,993,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,020,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$295,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$108,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$108,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$451,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$401,787
Employer contributions (assets) at end of year	2021-12-31	$18,505
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$358,518
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BARTON, GONZALEZ & MYERS, PA
Accountancy firm EIN	2021-12-31	592970580
2020 : METRO EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$810
Total income from all sources (including contributions)	2020-12-31	$1,409,255
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$227,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$206,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$940,745
Value of total assets at end of year	2020-12-31	$3,129,832
Value of total assets at beginning of year	2020-12-31	$1,948,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,122
Total interest from all sources	2020-12-31	$1,172
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$534,315
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$19,403
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$55,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$810
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,181,688
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,129,832
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,948,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$21,122
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,020,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,866,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$108,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$50,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$50,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$467,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$350,926
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$12,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$206,445
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BARTON, GONZALEZ & MYERS, PA
Accountancy firm EIN	2020-12-31	592970580
2019 : METRO EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,179
Total income from all sources (including contributions)	2019-12-31	$1,028,617
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$105,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$90,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$839,741
Value of total assets at end of year	2019-12-31	$1,948,954
Value of total assets at beginning of year	2019-12-31	$1,029,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,590
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$40,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$40,099
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$459,421
Participant contributions at end of year	2019-12-31	$19,403
Participant contributions at beginning of year	2019-12-31	$16,827
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$71,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$4,179
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$14,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$923,053
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,948,144
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,025,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,866,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$953,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$50,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$47,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$47,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$148,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$309,005
Employer contributions (assets) at end of year	2019-12-31	$12,442
Employer contributions (assets) at beginning of year	2019-12-31	$11,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$90,974
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BARTON, GONZALEZ & MYERS, PA
Accountancy firm EIN	2019-12-31	592970580
2018 : METRO EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,179
Total income from all sources (including contributions)	2018-12-31	$796,347
Total of all expenses incurred	2018-12-31	$101,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$90,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$861,323
Value of total assets at end of year	2018-12-31	$1,029,270
Value of total assets at beginning of year	2018-12-31	$329,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,392
Total interest from all sources	2018-12-31	$474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$397,427
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$16,827
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$169,573
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$4,179
Administrative expenses (other) incurred	2018-12-31	$10,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$695,095
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,025,091
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$329,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$953,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$329,996
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$47,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$474
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-65,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$294,323
Employer contributions (assets) at end of year	2018-12-31	$11,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$90,860
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BARTON, GONZALEZ & MYERS, PA
Accountancy firm EIN	2018-12-31	592970580
2017 : METRO EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$14,680
Total income from all sources (including contributions)	2017-12-31	$315,867
Total of all expenses incurred	2017-12-31	$551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$312,721
Value of total assets at end of year	2017-12-31	$329,996
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$66,443
Participant contributions at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$191,538
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$315,316
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$329,996
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$329,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$54,740
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No

Form 5500 Responses for METRO EMPLOYEES RETIREMENT PLAN

2023: METRO EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: METRO EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: METRO EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: METRO EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: METRO EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: METRO EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: METRO EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	First time form 5500 has been submitted	Yes
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62693-1

Policy instance

Insurance contract or identification number	MR 62693-1
Number of Individuals Covered	28
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62693-1

Policy instance

Insurance contract or identification number	MR 62693-1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-09-09
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

767915-01

Policy instance

Insurance contract or identification number	767915-01
Number of Individuals Covered	34
Insurance policy start date	2022-09-10
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $169
Total amount of fees paid to insurance company	USD $0
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 Broker	USD $169
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62693-1

Policy instance

Insurance contract or identification number	MR 62693-1
Number of Individuals Covered	220
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $539
Total amount of fees paid to insurance company	USD $0
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 Broker	USD $539
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62693-1

Policy instance

Insurance contract or identification number	MR 62693-1
Number of Individuals Covered	201
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $380
Total amount of fees paid to insurance company	USD $0
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 Broker	USD $380
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62693-1

Policy instance

Insurance contract or identification number	MR 62693-1
Number of Individuals Covered	200
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $232
Total amount of fees paid to insurance company	USD $0
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 Broker	USD $232
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62693-1

Policy instance

Insurance contract or identification number	MR 62693-1
Number of Individuals Covered	172
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $171
Total amount of fees paid to insurance company	USD $0
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 Broker	USD $171
Insurance broker organization code?	4

Potentially related plans

METRO EMPLOYEES CREDIT UNION 401K PLAN [EIN = 610599249]

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Company Name:	METROPOLITAN CHARITIES, INC.
Employer identification number (EIN):	593153947
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations