Plan Name | ST LUKES EPISCOPAL SCHOOL OF SAN ANTONIO |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ST LUKES EPISCOPAL SCHOOL OF SAN ANTONIO |
Employer identification number (EIN): | 741166903 |
NAIC Classification: | 611000 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | ROSA BAKER | 2023-10-13 | ||
001 | 2021-01-01 | ROSA BAKER | 2022-10-14 | ||
001 | 2021-01-01 | ROSA BAKER | 2022-12-06 | ||
001 | 2020-01-01 | ROSA BAKER | 2021-06-03 | ||
001 | 2019-01-01 | ROSA BAKER | 2020-07-14 | ||
001 | 2018-01-01 | ROSA BAKER | 2019-06-18 | ||
001 | 2017-01-01 | ROSA BAKER | 2018-07-26 | ||
001 | 2016-01-01 | ROSA BAKER | 2017-10-12 | ||
001 | 2015-01-01 | ROSA BAKER | ROSA BAKER | 2016-10-13 | |
001 | 2015-01-01 | ROSA BAKER | 2016-10-12 | ||
001 | 2014-01-01 | ROSA BAKER | 2015-10-14 | ROSA BAKER | 2015-10-14 |
001 | 2013-01-01 | ROSA BAKER | 2014-10-09 | ROSA BAKER | 2014-10-09 |
001 | 2012-01-01 | ROSA BAKER | 2013-06-24 | ROSA BAKER | 2013-06-24 |
001 | 2011-01-01 | ROSA BAKER | 2012-07-11 | ROSA BAKER | 2012-07-11 |
001 | 2010-01-01 | ROSA BAKER | 2011-07-12 | ROSA BAKER | 2011-07-12 |
Measure | Date | Value |
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2015: ST LUKES EPISCOPAL SCHOOL OF SAN ANTONIO 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 58 |
Total of all active and inactive participants | 2015-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 110 |
Number of participants with account balances | 2015-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : ST LUKES EPISCOPAL SCHOOL OF SAN ANTONIO 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $-29,403 |
Total income from all sources | 2015-12-31 | $284,496 |
Expenses. Total of all expenses incurred | 2015-12-31 | $87,007 |
Benefits paid (including direct rollovers) | 2015-12-31 | $78,190 |
Total plan assets at end of year | 2015-12-31 | $2,256,695 |
Total plan assets at beginning of year | 2015-12-31 | $2,088,609 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $102,739 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8,817 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $57,302 |
Other income received | 2015-12-31 | $21,716 |
Net income (gross income less expenses) | 2015-12-31 | $197,489 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,256,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,088,609 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $102,739 |
2015: ST LUKES EPISCOPAL SCHOOL OF SAN ANTONIO 2015 form 5500 responses | ||
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |||||||||||||||||||
Policy contract number | A008439547 | ||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||
Policy contract number | 13251-01 | ||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||
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