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TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 006

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
Employer identification number (EIN):750818178
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062019-01-01
0062018-01-01
0062017-01-01WILLIAM R. HUSTON
0062016-01-01WILLIAM R. HUSTON
0062015-01-01WILLIAM R. HUSTON
0062014-01-01WILLIAM R. HUSTON
0062013-01-01WILLIAM R. HUSTON
0062012-01-01JEAN ALLEN
0062011-01-01SHARON ELLIS
0062009-01-01SHARON ELLIS

Plan Statistics for TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,411
Total number of active participants reported on line 7a of the Form 55002022-01-011,167
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01324
Total of all active and inactive participants2022-01-011,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,504
Number of participants with account balances2022-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,320
Total number of active participants reported on line 7a of the Form 55002021-01-011,108
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01292
Total of all active and inactive participants2021-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,411
Number of participants with account balances2021-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,323
Total number of active participants reported on line 7a of the Form 55002020-01-011,099
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01211
Total of all active and inactive participants2020-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,320
Number of participants with account balances2020-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,208
Total number of active participants reported on line 7a of the Form 55002019-01-011,066
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01249
Total of all active and inactive participants2019-01-011,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,323
Number of participants with account balances2019-01-011,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,137
Total number of active participants reported on line 7a of the Form 55002018-01-01994
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01207
Total of all active and inactive participants2018-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,208
Number of participants with account balances2018-01-011,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,114
Total number of active participants reported on line 7a of the Form 55002017-01-01939
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,137
Number of participants with account balances2017-01-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,138
Total number of active participants reported on line 7a of the Form 55002016-01-01925
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01184
Total of all active and inactive participants2016-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,114
Number of participants with account balances2016-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,097
Total number of active participants reported on line 7a of the Form 55002015-01-011,014
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,138
Number of participants with account balances2015-01-01999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,019
Total number of active participants reported on line 7a of the Form 55002014-01-01991
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,097
Number of participants with account balances2014-01-01907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,011
Total number of active participants reported on line 7a of the Form 55002013-01-01951
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-011,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,019
Number of participants with account balances2013-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01948
Total number of active participants reported on line 7a of the Form 55002012-01-01944
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,010
Number of participants with account balances2012-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01902
Total number of active participants reported on line 7a of the Form 55002011-01-01889
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01946
Number of participants with account balances2011-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0161
2009: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01631
Total number of active participants reported on line 7a of the Form 55002009-01-01904
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01975
Number of participants with account balances2009-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-7,569,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,116,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,100,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,926,173
Value of total assets at end of year2022-12-31$83,322,435
Value of total assets at beginning of year2022-12-31$97,008,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,696
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,635,141
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$2,635,141
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$7,036,267
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$890,896
Administrative expenses (other) incurred2022-12-31$15,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,685,983
Value of net assets at end of year (total assets less liabilities)2022-12-31$83,322,435
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,008,418
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$83,104,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,778,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,130,811
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$-990
Employer contributions (assets) at end of year2022-12-31$217,880
Employer contributions (assets) at beginning of year2022-12-31$229,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,100,790
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2022-12-31751044330
2021 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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$18,818,647
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,557,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,551,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,707,356
Value of total assets at end of year2021-12-31$97,008,418
Value of total assets at beginning of year2021-12-31$84,747,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,133
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,949,283
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$1,949,283
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,423,288
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$284,068
Administrative expenses (other) incurred2021-12-31$6,133
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$12,260,767
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,008,418
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,747,651
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$96,778,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,512,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,162,008
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
Employer contributions (assets) at end of year2021-12-31$229,475
Employer contributions (assets) at beginning of year2021-12-31$234,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,551,747
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2021-12-31751044330
2020 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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$16,983,016
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,732,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,727,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,461,381
Value of total assets at end of year2020-12-31$84,747,651
Value of total assets at beginning of year2020-12-31$70,497,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,201
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,504,347
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$1,504,347
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,226,520
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$234,861
Administrative expenses (other) incurred2020-12-31$5,201
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$14,250,482
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,747,651
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,497,169
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$84,512,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,319,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,017,288
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
Employer contributions (assets) at end of year2020-12-31$234,912
Employer contributions (assets) at beginning of year2020-12-31$177,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,727,333
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2020-12-31751044330
2019 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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$18,659,609
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,417,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,412,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,456,616
Value of total assets at end of year2019-12-31$70,497,169
Value of total assets at beginning of year2019-12-31$56,255,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,828
Total interest from all sources2019-12-31$6,168
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,596,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,596,877
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,161,935
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$294,960
Administrative expenses (other) incurred2019-12-31$4,828
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$14,241,948
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,497,169
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,255,221
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$70,319,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,470,548
Interest earned on other investments2019-12-31$6,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$644,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,599,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$-279
Employer contributions (assets) at end of year2019-12-31$177,751
Employer contributions (assets) at beginning of year2019-12-31$139,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,412,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2019-12-31751044330
2018 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,484,300
Total of all expenses incurred2018-12-31$2,899,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,893,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,769,787
Value of total assets at end of year2018-12-31$56,255,221
Value of total assets at beginning of year2018-12-31$56,670,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,846
Total interest from all sources2018-12-31$10,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,353,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,353,646
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$5,300,192
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$482,122
Administrative expenses (other) incurred2018-12-31$5,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-415,491
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,255,221
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,670,712
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$55,470,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,950,623
Interest earned on other investments2018-12-31$10,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$644,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$613,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,649,273
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$-12,527
Employer contributions (assets) at end of year2018-12-31$139,990
Employer contributions (assets) at beginning of year2018-12-31$107,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,893,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2018-12-31751044330
2017 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,565,438
Total of all expenses incurred2017-12-31$3,688,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,660,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,714,751
Value of total assets at end of year2017-12-31$56,670,712
Value of total assets at beginning of year2017-12-31$45,793,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,698
Total interest from all sources2017-12-31$9,711
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,080,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,080,053
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$5,523,268
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,177,975
Administrative expenses (other) incurred2017-12-31$27,698
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$10,876,786
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,670,712
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,793,926
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$55,950,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,058,884
Interest earned on other investments2017-12-31$9,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$613,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$637,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,760,923
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$13,508
Employer contributions (assets) at end of year2017-12-31$107,059
Employer contributions (assets) at beginning of year2017-12-31$97,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,660,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2017-12-31751044330
2016 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,887
Total income from all sources (including contributions)2016-12-31$8,885,557
Total of all expenses incurred2016-12-31$3,342,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,336,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,321,886
Value of total assets at end of year2016-12-31$45,793,926
Value of total assets at beginning of year2016-12-31$40,268,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,391
Total interest from all sources2016-12-31$11,589
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$908,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$908,298
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$4,597,339
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$65,852
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$722,576
Administrative expenses (other) incurred2016-12-31$5,391
Liabilities. Value of operating payables at beginning of year2016-12-31$17,887
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$5,543,459
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,793,926
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,250,467
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,058,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,346,590
Interest earned on other investments2016-12-31$11,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$637,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$783,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,643,784
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$1,971
Employer contributions (assets) at end of year2016-12-31$97,461
Employer contributions (assets) at beginning of year2016-12-31$72,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,336,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2016-12-31751044330
2015 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,959
Total income from all sources (including contributions)2015-12-31$4,066,995
Total of all expenses incurred2015-12-31$2,722,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,668,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,461,371
Value of total assets at end of year2015-12-31$40,268,354
Value of total assets at beginning of year2015-12-31$38,925,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,555
Total interest from all sources2015-12-31$13,317
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$823,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$823,150
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$3,919,500
Participant contributions at end of year2015-12-31$65,852
Participant contributions at beginning of year2015-12-31$1,100
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$476,594
Administrative expenses (other) incurred2015-12-31$53,555
Liabilities. Value of operating payables at end of year2015-12-31$17,887
Liabilities. Value of operating payables at beginning of year2015-12-31$19,959
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$1,344,757
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,250,467
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,905,710
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$39,346,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,750,586
Interest earned on other investments2015-12-31$13,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$783,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$971,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,230,843
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$65,277
Employer contributions (assets) at end of year2015-12-31$72,573
Employer contributions (assets) at beginning of year2015-12-31$202,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,668,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2015-12-31751044330
2014 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,978
Total income from all sources (including contributions)2014-12-31$8,448,538
Total of all expenses incurred2014-12-31$1,620,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,580,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,925,155
Value of total assets at end of year2014-12-31$38,925,669
Value of total assets at beginning of year2014-12-31$32,081,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,666
Total interest from all sources2014-12-31$19,465
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,089,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,089,083
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$3,594,890
Participant contributions at end of year2014-12-31$1,100
Participant contributions at beginning of year2014-12-31$155,127
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,235,949
Administrative expenses (other) incurred2014-12-31$9,190
Liabilities. Value of operating payables at end of year2014-12-31$19,959
Liabilities. Value of operating payables at beginning of year2014-12-31$3,978
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$6,827,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,905,710
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,077,856
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
Investment advisory and management fees2014-12-31$31,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,750,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,516,041
Interest earned on other investments2014-12-31$19,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$971,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,310,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,414,835
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$1,094,316
Employer contributions (assets) at end of year2014-12-31$202,448
Employer contributions (assets) at beginning of year2014-12-31$100,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,580,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2014-12-31751044330
2013 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,978
Total income from all sources (including contributions)2013-12-31$9,815,848
Total of all expenses incurred2013-12-31$1,139,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,135,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,078,518
Value of total assets at end of year2013-12-31$32,081,834
Value of total assets at beginning of year2013-12-31$23,401,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,599
Total interest from all sources2013-12-31$22,211
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$687,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$687,791
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$3,249,793
Participant contributions at end of year2013-12-31$155,127
Participant contributions at beginning of year2013-12-31$130,226
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$440,037
Administrative expenses (other) incurred2013-12-31$379
Liabilities. Value of operating payables at end of year2013-12-31$3,978
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$8,676,174
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,077,856
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,401,682
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
Investment advisory and management fees2013-12-31$4,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,516,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,034,899
Interest earned on other investments2013-12-31$22,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,310,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,161,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,027,328
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$1,388,688
Employer contributions (assets) at end of year2013-12-31$100,088
Employer contributions (assets) at beginning of year2013-12-31$75,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,135,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2013-12-31751044330
2012 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,240
Total income from all sources (including contributions)2012-12-31$6,752,643
Total of all expenses incurred2012-12-31$1,100,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,096,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,130,504
Value of total assets at end of year2012-12-31$23,401,682
Value of total assets at beginning of year2012-12-31$17,760,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,583
Total interest from all sources2012-12-31$22,593
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$356,613
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$356,613
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$2,885,930
Participant contributions at end of year2012-12-31$130,226
Participant contributions at beginning of year2012-12-31$99,902
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,493
Administrative expenses (other) incurred2012-12-31$4,583
Liabilities. Value of operating payables at beginning of year2012-12-31$11,240
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$5,651,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,401,682
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,749,692
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$22,034,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,652,164
Interest earned on other investments2012-12-31$22,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,161,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$960,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,242,933
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$1,146,081
Employer contributions (assets) at end of year2012-12-31$75,103
Employer contributions (assets) at beginning of year2012-12-31$48,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,096,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$1,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,380
Total income from all sources (including contributions)2011-12-31$3,312,194
Total of all expenses incurred2011-12-31$1,031,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$988,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,671,274
Value of total assets at end of year2011-12-31$17,760,932
Value of total assets at beginning of year2011-12-31$15,478,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,198
Total interest from all sources2011-12-31$21,616
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$324,974
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$324,974
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$2,485,419
Participant contributions at end of year2011-12-31$99,902
Participant contributions at beginning of year2011-12-31$66,370
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$235,925
Administrative expenses (other) incurred2011-12-31$43,198
Liabilities. Value of operating payables at end of year2011-12-31$11,240
Liabilities. Value of operating payables at beginning of year2011-12-31$10,380
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$2,280,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,749,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,467,716
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$16,652,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,603,772
Interest earned on other investments2011-12-31$21,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$960,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$773,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-705,670
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$949,930
Employer contributions (assets) at end of year2011-12-31$48,435
Employer contributions (assets) at beginning of year2011-12-31$34,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$988,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$50,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,380
Total income from all sources (including contributions)2010-12-31$5,741,825
Total of all expenses incurred2010-12-31$786,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$745,866
Value of total corrective distributions2010-12-31$110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,044,360
Value of total assets at end of year2010-12-31$15,478,096
Value of total assets at beginning of year2010-12-31$10,461,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,901
Total interest from all sources2010-12-31$24,478
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$244,357
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$244,357
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$2,304,362
Participant contributions at end of year2010-12-31$66,370
Participant contributions at beginning of year2010-12-31$56,477
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$864,282
Administrative expenses (other) incurred2010-12-31$40,901
Liabilities. Value of operating payables at end of year2010-12-31$10,380
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$4,954,948
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,467,716
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,461,910
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$14,603,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,669,513
Interest earned on other investments2010-12-31$24,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$773,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$708,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,428,630
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$875,716
Employer contributions (assets) at end of year2010-12-31$34,011
Employer contributions (assets) at beginning of year2010-12-31$27,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$745,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN

2022: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered1208
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered1137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered999
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered907
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered812
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered772
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered701
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069185
Policy instance 1
Insurance contract or identification numberTA069185
Number of Individuals Covered633
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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