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GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameGRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN
Plan identification number 001

GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE GRAND LODGE OF TEXAS has sponsored the creation of one or more 401k plans.

Company Name:THE GRAND LODGE OF TEXAS
Employer identification number (EIN):740485630
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE GRAND LODGE OF TEXAS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1901-01-10
Company Identification Number: 0000964101
Legal Registered Office Address: PO BOX 446

WACO
United States of America (USA)
76703

More information about THE GRAND LODGE OF TEXAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JUSTIN DUTY2022-10-04
0012020-01-01JUSTIN DUTY2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ORVILLE ONEILL2017-07-20
0012015-01-01ORVILLE ONEILL2016-07-07
0012014-01-01TOMMY D. GUEST2015-08-03
0012013-01-01TOMMY D. GUEST2014-06-04
0012012-01-01TOMMY D. GUEST2013-07-18
0012011-01-01TOMMY D. GUEST2012-07-09
0012009-01-01TOMMY D. GUEST

Plan Statistics for GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2018: GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31215,469
Acturial value of plan assets2018-12-31215,469
Funding target for retired participants and beneficiaries receiving payment2018-12-3145,583
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3112,062
Active participant vested funding target2018-12-3197,697
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-3197,697
Total participant count2018-12-317
Total funding target for all participants2018-12-31155,342
Balance at beginning of prior year after applicable adjustments2018-12-3111,088
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3143,224
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3111,088
Amount remaining of prefunding balance2018-12-3143,224
Present value of excess contributions2018-12-3137,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3139,396
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3111,497
Balance of prefunding at beginning of current year2018-12-3144,819
Total employer contributions2018-12-3156,852
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3156,852
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,784
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,973
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-312,973
Contributions allocatedtoward minimum required contributions for current year2018-12-3156,852
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31268,172
Acturial value of plan assets2017-12-31268,172
Funding target for retired participants and beneficiaries receiving payment2017-12-3144,420
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3113,186
Active participant vested funding target2017-12-31193,186
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-31193,186
Total participant count2017-12-318
Total funding target for all participants2017-12-31250,792
Balance at beginning of prior year after applicable adjustments2017-12-3110,973
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3142,775
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3110,973
Amount remaining of prefunding balance2017-12-3142,775
Present value of excess contributions2017-12-312,376
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,519
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3111,088
Balance of prefunding at beginning of current year2017-12-3143,224
Total employer contributions2017-12-3150,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3147,161
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,002
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3110,002
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3110,002
Contributions allocatedtoward minimum required contributions for current year2017-12-3147,161
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31256,546
Acturial value of plan assets2016-12-31256,546
Funding target for retired participants and beneficiaries receiving payment2016-12-3145,034
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-3112,251
Active participant vested funding target2016-12-31162,328
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31162,328
Total participant count2016-12-319
Total funding target for all participants2016-12-31219,613
Balance at beginning of prior year after applicable adjustments2016-12-3110,723
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3141,801
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3110,723
Amount remaining of prefunding balance2016-12-3141,801
Present value of excess contributions2016-12-315,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3110,973
Balance of prefunding at beginning of current year2016-12-3142,775
Total employer contributions2016-12-3113,500
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3112,378
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,002
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3110,002
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3110,002
Contributions allocatedtoward minimum required contributions for current year2016-12-3112,378
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114

Financial Data on GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2010 : GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$19,124
Expenses. Total of all expenses incurred2010-12-31$4,233
Benefits paid (including direct rollovers)2010-12-31$4,233
Total plan assets at end of year2010-12-31$242,003
Total plan assets at beginning of year2010-12-31$227,112
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$6,624
Net income (gross income less expenses)2010-12-31$14,891
Net plan assets at end of year (total assets less liabilities)2010-12-31$242,003
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$227,112
Total contributions received or receivable from employer(s)2010-12-31$12,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN

2009: GRAND LODGE AND MASONIC HOME & SCHOOL EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304 630 945
Policy instance 1
Insurance contract or identification number304 630 945
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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