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METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameMETHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST
Plan identification number 001

METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

METHODIST CHILDREN'S HOME has sponsored the creation of one or more 401k plans.

Company Name:METHODIST CHILDREN'S HOME
Employer identification number (EIN):741109750
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about METHODIST CHILDREN'S HOME

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1898-03-17
Company Identification Number: 0000815901
Legal Registered Office Address: 1111 HERRING AVE

WACO
United States of America (USA)
76708

More information about METHODIST CHILDREN'S HOME

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIE MITCHELL
0012016-01-01JULIE MITCHELL
0012015-01-01JULIE MITCHELL
0012014-01-01JULIE MITCHELL
0012013-01-01JULIE MITCHELL
0012012-01-01JULIE MITCHELL
0012011-01-01JULIE MITCHELL
0012009-01-01RON SCHWARTINSKY RON SCHWARTINSKY2010-10-15

Plan Statistics for METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2022: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01397
Total number of active participants reported on line 7a of the Form 55002022-01-01293
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01405
Number of participants with account balances2022-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01369
Total number of active participants reported on line 7a of the Form 55002021-01-01283
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01383
Number of participants with account balances2021-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01293
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01362
Number of participants with account balances2020-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01381
Total number of active participants reported on line 7a of the Form 55002019-01-01315
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01370
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01329
Total number of active participants reported on line 7a of the Form 55002018-01-01303
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01350
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01310
Total number of active participants reported on line 7a of the Form 55002017-01-01282
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01328
Number of participants with account balances2017-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01307
Number of participants with account balances2016-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01324
Total number of active participants reported on line 7a of the Form 55002015-01-01234
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01281
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01353
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01324
Number of participants with account balances2014-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01356
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01317
Number of participants with account balances2013-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01368
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01361
Number of participants with account balances2012-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01393
Total number of active participants reported on line 7a of the Form 55002011-01-01338
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01396
Number of participants with account balances2011-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01189
Total participants2009-01-01189
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,604,927
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,180,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,062,997
Expenses. Certain deemed distributions of participant loans2022-12-31$40,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,829,303
Value of total assets at end of year2022-12-31$17,202,977
Value of total assets at beginning of year2022-12-31$20,988,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,858
Total interest from all sources2022-12-31$21,290
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$547,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$547,712
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$805,265
Participant contributions at end of year2022-12-31$367,984
Participant contributions at beginning of year2022-12-31$454,581
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,364
Administrative expenses (other) incurred2022-12-31$65,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,785,424
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,202,977
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,988,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,458,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,175,544
Interest on participant loans2022-12-31$21,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,371,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,356,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,003,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,011,674
Employer contributions (assets) at end of year2022-12-31$4,459
Employer contributions (assets) at beginning of year2022-12-31$1,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,062,997
Contract administrator fees2022-12-31$11,541
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2022-12-31741130599
2021 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,634,642
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,756,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,662,319
Expenses. Certain deemed distributions of participant loans2021-12-31$24,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,856,637
Value of total assets at end of year2021-12-31$20,988,401
Value of total assets at beginning of year2021-12-31$21,109,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,239
Total interest from all sources2021-12-31$28,724
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$799,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$799,767
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$772,506
Participant contributions at end of year2021-12-31$454,581
Participant contributions at beginning of year2021-12-31$580,358
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$27,137
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$121,999
Administrative expenses (other) incurred2021-12-31$8,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-121,498
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,988,401
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,109,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,175,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,617,196
Interest on participant loans2021-12-31$28,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,356,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,852,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,949,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$962,132
Employer contributions (assets) at end of year2021-12-31$1,604
Employer contributions (assets) at beginning of year2021-12-31$32,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,662,319
Contract administrator fees2021-12-31$60,664
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2021-12-31741130599
2020 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$4,385,907
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,089,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,003,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,917,345
Value of total assets at end of year2020-12-31$21,109,899
Value of total assets at beginning of year2020-12-31$18,813,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,369
Total interest from all sources2020-12-31$31,725
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$542,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$542,612
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$870,894
Participant contributions at end of year2020-12-31$580,358
Participant contributions at beginning of year2020-12-31$551,901
Participant contributions at end of year2020-12-31$27,137
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,603,810
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,296,136
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,109,899
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,813,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,617,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,658,052
Income. Interest from loans (other than to participants)2020-12-31$31,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,852,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,894,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,032,370
Employer contributions (assets) at end of year2020-12-31$32,370
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,003,402
Contract administrator fees2020-12-31$86,369
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2020-12-31741130599
2019 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,122,883
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,166,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,077,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,796,038
Value of total assets at end of year2019-12-31$18,813,763
Value of total assets at beginning of year2019-12-31$15,856,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,322
Total interest from all sources2019-12-31$26,380
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$810,899
Participant contributions at end of year2019-12-31$551,901
Participant contributions at beginning of year2019-12-31$365,113
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,603,810
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,043,969
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,956,863
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,813,763
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,856,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,658,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,447,818
Interest on participant loans2019-12-31$26,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,300,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$933,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,077,698
Contract administrator fees2019-12-31$88,322
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31742920819
2018 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$903,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,203,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,119,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,745,175
Value of total assets at end of year2018-12-31$15,856,900
Value of total assets at beginning of year2018-12-31$16,157,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$84,215
Total interest from all sources2018-12-31$19,368
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$750,060
Participant contributions at end of year2018-12-31$365,113
Participant contributions at beginning of year2018-12-31$384,769
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,043,969
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$118,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-300,471
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,856,900
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,157,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,447,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,495,878
Interest on participant loans2018-12-31$19,368
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$2,276,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-861,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$876,371
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,119,648
Contract administrator fees2018-12-31$84,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31742920819
2017 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,496,256
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,072,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$996,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,520,456
Value of total assets at end of year2017-12-31$16,157,371
Value of total assets at beginning of year2017-12-31$13,733,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,515
Total interest from all sources2017-12-31$14,682
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$644,541
Participant contributions at end of year2017-12-31$384,769
Participant contributions at beginning of year2017-12-31$253,877
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,424,187
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,157,371
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,733,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,495,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,296,611
Interest on participant loans2017-12-31$14,682
Value of interest in common/collective trusts at end of year2017-12-31$2,276,724
Value of interest in common/collective trusts at beginning of year2017-12-31$2,182,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,961,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$801,436
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$996,554
Contract administrator fees2017-12-31$75,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31742920819
2016 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,396,514
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,331,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,284,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,345,114
Value of total assets at end of year2016-12-31$13,733,184
Value of total assets at beginning of year2016-12-31$14,668,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,554
Total interest from all sources2016-12-31$12,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$589,463
Participant contributions at end of year2016-12-31$253,877
Participant contributions at beginning of year2016-12-31$383,809
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,221
Other income not declared elsewhere2016-12-31$2,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-934,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,733,184
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,668,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,296,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,272,384
Interest on participant loans2016-12-31$12,801
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,182,696
Value of interest in common/collective trusts at beginning of year2016-12-31$2,011,830
Net gain/loss from 103.12 investment entities2016-12-31$1,036,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$743,430
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,284,799
Contract administrator fees2016-12-31$37,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31742920819
2015 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,474,494
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,346,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,339,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,538,147
Value of total assets at end of year2015-12-31$14,668,023
Value of total assets at beginning of year2015-12-31$15,539,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,315
Total interest from all sources2015-12-31$16,876
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$624,993
Participant contributions at end of year2015-12-31$383,809
Participant contributions at beginning of year2015-12-31$395,982
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$25,349
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$111,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-871,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,668,023
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,539,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,272,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,903,766
Interest on participant loans2015-12-31$16,876
Value of interest in common/collective trusts at end of year2015-12-31$2,011,830
Value of interest in common/collective trusts at beginning of year2015-12-31$2,183,368
Net gain/loss from 103.12 investment entities2015-12-31$-80,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$801,637
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$31,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,339,716
Contract administrator fees2015-12-31$6,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2015-12-31741130599
2014 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,355,516
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,354,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,348,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,392,679
Value of total assets at end of year2014-12-31$15,539,560
Value of total assets at beginning of year2014-12-31$14,538,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,730
Total interest from all sources2014-12-31$16,681
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$613,208
Participant contributions at end of year2014-12-31$395,982
Participant contributions at beginning of year2014-12-31$416,555
Participant contributions at end of year2014-12-31$25,349
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,001,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,539,560
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,538,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,903,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,617,916
Interest on participant loans2014-12-31$16,681
Value of interest in common/collective trusts at end of year2014-12-31$2,183,368
Value of interest in common/collective trusts at beginning of year2014-12-31$1,503,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$946,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$775,907
Employer contributions (assets) at end of year2014-12-31$31,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,348,587
Contract administrator fees2014-12-31$5,730
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2014-12-31741130599
2013 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,232,857
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$955,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$946,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,593,722
Value of total assets at end of year2013-12-31$14,538,361
Value of total assets at beginning of year2013-12-31$12,260,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,568
Total interest from all sources2013-12-31$18,968
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$670,694
Participant contributions at end of year2013-12-31$416,555
Participant contributions at beginning of year2013-12-31$482,573
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,277,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,538,361
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,260,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,617,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,325,613
Interest on participant loans2013-12-31$18,968
Value of interest in common/collective trusts at end of year2013-12-31$1,503,890
Value of interest in common/collective trusts at beginning of year2013-12-31$1,452,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,620,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$860,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$946,444
Contract administrator fees2013-12-31$8,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2013-12-31741130599
2012 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,594,806
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,622,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,612,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,493,985
Value of total assets at end of year2012-12-31$12,260,516
Value of total assets at beginning of year2012-12-31$11,288,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,180
Total interest from all sources2012-12-31$24,402
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$275,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$275,517
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$660,852
Participant contributions at end of year2012-12-31$482,573
Participant contributions at beginning of year2012-12-31$514,430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$972,352
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,260,516
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,288,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,325,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,334,978
Interest on participant loans2012-12-31$24,402
Value of interest in common/collective trusts at end of year2012-12-31$1,452,330
Value of interest in common/collective trusts at beginning of year2012-12-31$1,438,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$796,524
Net investment gain or loss from common/collective trusts2012-12-31$4,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$831,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,612,274
Contract administrator fees2012-12-31$10,180
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PATILLO, BROWN & HILL, LLP
Accountancy firm EIN2012-12-31741130599
2011 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,079,345
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$460,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$450,301
Value of total corrective distributions2011-12-31$2,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,463,521
Value of total assets at end of year2011-12-31$11,288,164
Value of total assets at beginning of year2011-12-31$10,669,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,935
Total interest from all sources2011-12-31$18,788
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$197,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$197,985
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$641,831
Participant contributions at end of year2011-12-31$514,430
Participant contributions at beginning of year2011-12-31$445,272
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$619,069
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,288,164
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,669,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,334,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,095,385
Interest on participant loans2011-12-31$18,788
Value of interest in common/collective trusts at end of year2011-12-31$1,438,756
Value of interest in common/collective trusts at beginning of year2011-12-31$1,128,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-602,386
Net investment gain or loss from common/collective trusts2011-12-31$1,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$815,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$450,301
Contract administrator fees2011-12-31$7,935
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PATILLO, BROWN & HILL, LLP
Accountancy firm EIN2011-12-31741130599
2010 : METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,020,789
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$832,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$826,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,460,890
Value of total assets at end of year2010-12-31$10,669,095
Value of total assets at beginning of year2010-12-31$8,480,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,530
Total interest from all sources2010-12-31$12,002
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$267,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$267,270
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$632,771
Participant contributions at end of year2010-12-31$445,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,188,389
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,669,095
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,480,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,095,385
Interest on participant loans2010-12-31$12,002
Value of interest in common/collective trusts at end of year2010-12-31$1,128,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,480,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,480,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,264,841
Net investment gain or loss from common/collective trusts2010-12-31$15,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$828,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$826,870
Contract administrator fees2010-12-31$5,530
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2010-12-31741130599

Form 5500 Responses for METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST

2022: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896653+087
Policy instance 1
Insurance contract or identification number896653+087
Number of Individuals Covered405
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896653+087
Policy instance 1
Insurance contract or identification number896653+087
Number of Individuals Covered327
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896653+087
Policy instance 2
Insurance contract or identification number896653+087
Number of Individuals Covered352
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered351
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered372
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered248
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,640
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $6,640
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered261
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,006
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $6,006
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61026-1
Policy instance 1
Insurance contract or identification numberMR 61026-1
Number of Individuals Covered262
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,844
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $3,844
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION

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