Logo

TRINITY CHRISTIAN ACADEMY 403(B) PLAN 401k Plan overview

Plan NameTRINITY CHRISTIAN ACADEMY 403(B) PLAN
Plan identification number 001

TRINITY CHRISTIAN ACADEMY 403(B) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRINITY CHRISTIAN ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:TRINITY CHRISTIAN ACADEMY
Employer identification number (EIN):751324332
NAIC Classification:611000

Additional information about TRINITY CHRISTIAN ACADEMY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1970-09-18
Company Identification Number: 0028069401
Legal Registered Office Address: 17001 ADDISON RD ATTN: BUSINESS OFFICE

ADDISON
United States of America (USA)
75001

More information about TRINITY CHRISTIAN ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY CHRISTIAN ACADEMY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-08-01PAM HEARD2023-03-06
0012020-08-01BRIAN RODRIGUEZ2022-05-05
0012019-08-01BRIAN RODRIGUEZ2021-02-04
0012018-08-01BRIAN RODRIGUEZ2020-03-17
0012017-08-01
0012016-08-01
0012015-08-01BRIAN RODRIGUEZ
0012014-08-01BRIAN RODRIGUEZ
0012013-08-01BRIAN RODRIGUEZ

Plan Statistics for TRINITY CHRISTIAN ACADEMY 403(B) PLAN

401k plan membership statisitcs for TRINITY CHRISTIAN ACADEMY 403(B) PLAN

Measure Date Value
2021: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01318
Total number of active participants reported on line 7a of the Form 55002021-08-01320
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-0122
Total of all active and inactive participants2021-08-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-01342
Number of participants with account balances2021-08-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-010
2020: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01413
Total number of active participants reported on line 7a of the Form 55002020-08-01293
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-0119
Total of all active and inactive participants2020-08-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-01312
Number of participants with account balances2020-08-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-010
2019: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01357
Total number of active participants reported on line 7a of the Form 55002019-08-01372
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-0119
Total of all active and inactive participants2019-08-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-01391
Number of participants with account balances2019-08-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01355
Total number of active participants reported on line 7a of the Form 55002018-08-01350
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-0114
Total of all active and inactive participants2018-08-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-01364
Number of participants with account balances2018-08-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01362
Total number of active participants reported on line 7a of the Form 55002017-08-01333
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-0122
Total of all active and inactive participants2017-08-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-01355
Number of participants with account balances2017-08-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01353
Total number of active participants reported on line 7a of the Form 55002016-08-01334
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-0117
Total of all active and inactive participants2016-08-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-01351
Number of participants with account balances2016-08-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01320
Total number of active participants reported on line 7a of the Form 55002015-08-01333
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-0118
Total of all active and inactive participants2015-08-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-01351
Number of participants with account balances2015-08-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01263
Total number of active participants reported on line 7a of the Form 55002014-08-01312
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-018
Total of all active and inactive participants2014-08-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-01320
Number of participants with account balances2014-08-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01247
Total number of active participants reported on line 7a of the Form 55002013-08-01242
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-016
Total of all active and inactive participants2013-08-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-01248
Number of participants with account balances2013-08-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010

Financial Data on TRINITY CHRISTIAN ACADEMY 403(B) PLAN

Measure Date Value
2022 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$90,846
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$931,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$876,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$915,394
Value of total assets at end of year2022-07-31$10,815,331
Value of total assets at beginning of year2022-07-31$11,655,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$55,040
Total interest from all sources2022-07-31$78,937
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$389,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$389,877
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$898,907
Participant contributions at end of year2022-07-31$3,293
Participant contributions at beginning of year2022-07-31$15,938
Income. Received or receivable in cash from other sources (including rollovers)2022-07-31$16,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-840,480
Value of net assets at end of year (total assets less liabilities)2022-07-31$10,815,331
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$11,655,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$8,224,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$9,408,432
Interest on participant loans2022-07-31$254
Interest earned on other investments2022-07-31$78,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-31$2,587,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-31$2,231,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-1,293,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$876,286
Contract administrator fees2022-07-31$55,040
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2022-07-31900525804
2021 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total income from all sources (including contributions)2021-07-31$2,934,854
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$1,229,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$1,179,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$910,903
Value of total assets at end of year2021-07-31$11,655,811
Value of total assets at beginning of year2021-07-31$9,950,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$49,824
Total interest from all sources2021-07-31$85,422
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$288,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$288,411
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$910,903
Participant contributions at end of year2021-07-31$15,938
Participant contributions at beginning of year2021-07-31$16,427
Participant contributions at end of year2021-07-31$0
Participant contributions at beginning of year2021-07-31$4,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$1,705,182
Value of net assets at end of year (total assets less liabilities)2021-07-31$11,655,811
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$9,950,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$9,408,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$7,276,604
Interest on participant loans2021-07-31$647
Interest earned on other investments2021-07-31$84,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-07-31$2,231,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-07-31$2,652,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$1,650,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$1,179,848
Contract administrator fees2021-07-31$49,824
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Disclaimer
Accountancy firm name2021-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2021-07-31900525804
2020 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total income from all sources (including contributions)2020-07-31$1,634,476
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$270,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$230,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$853,630
Value of total assets at end of year2020-07-31$9,950,629
Value of total assets at beginning of year2020-07-31$8,586,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$39,431
Total interest from all sources2020-07-31$83,944
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$205,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-07-31$205,654
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$853,630
Participant contributions at end of year2020-07-31$16,427
Participant contributions at beginning of year2020-07-31$10,340
Participant contributions at end of year2020-07-31$4,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$1,364,148
Value of net assets at end of year (total assets less liabilities)2020-07-31$9,950,629
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$8,586,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$7,276,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$6,453,227
Interest on participant loans2020-07-31$230
Interest earned on other investments2020-07-31$83,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-07-31$2,652,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-31$2,122,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$491,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$230,897
Contract administrator fees2020-07-31$39,431
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2020-07-31900525804
2019 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total income from all sources (including contributions)2019-07-31$1,232,821
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$364,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$331,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$801,162
Value of total assets at end of year2019-07-31$8,586,481
Value of total assets at beginning of year2019-07-31$7,718,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$33,223
Total interest from all sources2019-07-31$74,485
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$215,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-07-31$215,206
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$797,729
Participant contributions at end of year2019-07-31$10,340
Participant contributions at beginning of year2019-07-31$10,079
Participant contributions at beginning of year2019-07-31$54,955
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$3,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$868,468
Value of net assets at end of year (total assets less liabilities)2019-07-31$8,586,481
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$7,718,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$6,453,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$5,539,942
Interest on participant loans2019-07-31$208
Interest earned on other investments2019-07-31$74,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-07-31$2,122,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-07-31$2,113,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$141,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$331,130
Contract administrator fees2019-07-31$33,223
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2019-07-31900525804
2018 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$1,483,886
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$900,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$869,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$944,041
Value of total assets at end of year2018-07-31$7,718,013
Value of total assets at beginning of year2018-07-31$7,134,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$30,712
Total interest from all sources2018-07-31$71,654
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$153,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$153,628
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$774,583
Participant contributions at end of year2018-07-31$10,079
Participant contributions at beginning of year2018-07-31$12,162
Participant contributions at end of year2018-07-31$54,955
Participant contributions at beginning of year2018-07-31$4,559
Income. Received or receivable in cash from other sources (including rollovers)2018-07-31$169,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$583,244
Value of net assets at end of year (total assets less liabilities)2018-07-31$7,718,013
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$7,134,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$5,539,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$4,748,032
Interest on participant loans2018-07-31$341
Interest earned on other investments2018-07-31$71,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$2,113,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$2,370,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$314,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$869,930
Contract administrator fees2018-07-31$30,712
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2018-07-31900525804
2017 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total transfer of assets to this plan2017-07-31$95,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total income from all sources (including contributions)2017-07-31$1,616,676
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$873,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$850,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$1,074,624
Value of total assets at end of year2017-07-31$7,134,769
Value of total assets at beginning of year2017-07-31$6,296,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$22,710
Total interest from all sources2017-07-31$12,577
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$98,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-31$98,551
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$769,902
Participant contributions at end of year2017-07-31$12,162
Participant contributions at beginning of year2017-07-31$27,824
Participant contributions at end of year2017-07-31$4,559
Participant contributions at beginning of year2017-07-31$8,282
Income. Received or receivable in cash from other sources (including rollovers)2017-07-31$304,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$742,975
Value of net assets at end of year (total assets less liabilities)2017-07-31$7,134,769
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$6,296,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$4,748,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$4,120,442
Interest on participant loans2017-07-31$161
Interest earned on other investments2017-07-31$12,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-07-31$2,370,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-07-31$2,139,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$430,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$850,991
Contract administrator fees2017-07-31$22,710
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31Yes
Opinion of an independent qualified public accountant for this plan2017-07-31Disclaimer
Accountancy firm name2017-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2017-07-31900525804
2016 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$13
Total income from all sources (including contributions)2016-07-31$1,168,339
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$775,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$758,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$975,675
Value of total assets at end of year2016-07-31$6,296,452
Value of total assets at beginning of year2016-07-31$5,903,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$16,379
Total interest from all sources2016-07-31$86,623
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$696,590
Participant contributions at end of year2016-07-31$27,824
Participant contributions at beginning of year2016-07-31$53,987
Participant contributions at end of year2016-07-31$8,282
Income. Received or receivable in cash from other sources (including rollovers)2016-07-31$279,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-07-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$393,100
Value of net assets at end of year (total assets less liabilities)2016-07-31$6,296,452
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$5,903,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$4,120,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$3,737,079
Interest on participant loans2016-07-31$792
Interest earned on other investments2016-07-31$85,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$2,139,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-31$2,112,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$106,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$758,860
Contract administrator fees2016-07-31$16,379
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2016-07-31900525804
2015 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$979,715
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$40,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$28,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$728,828
Value of total assets at end of year2015-07-31$5,903,365
Value of total assets at beginning of year2015-07-31$4,964,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$11,733
Total interest from all sources2015-07-31$1,506
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$714,472
Participant contributions at end of year2015-07-31$53,987
Participant contributions at beginning of year2015-07-31$39,952
Income. Received or receivable in cash from other sources (including rollovers)2015-07-31$14,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-07-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$939,144
Value of net assets at end of year (total assets less liabilities)2015-07-31$5,903,352
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$4,964,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$3,737,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$3,125,775
Interest earned on other investments2015-07-31$1,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-31$2,112,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-31$1,798,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$249,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$28,838
Contract administrator fees2015-07-31$11,733
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2015-07-31900525804
2014 : TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$985,293
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$62,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$59,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$811,337
Value of total assets at end of year2014-07-31$3,327,608
Value of total assets at beginning of year2014-07-31$2,405,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$3,759
Total interest from all sources2014-07-31$3,156
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$500,000
If this is an individual account plan, was there a blackout period2014-07-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$719,614
Participant contributions at end of year2014-07-31$65,109
Participant contributions at beginning of year2014-07-31$67,186
Income. Received or receivable in cash from other sources (including rollovers)2014-07-31$91,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$922,534
Value of net assets at end of year (total assets less liabilities)2014-07-31$3,327,608
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$2,405,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$1,350,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$747,428
Interest on participant loans2014-07-31$3,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$1,911,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$1,590,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$170,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31Yes
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$59,000
Contract administrator fees2014-07-31$3,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-07-31Yes
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31SAVILLE DODGEN & COMPANY, PLLC
Accountancy firm EIN2014-07-31900525804

Form 5500 Responses for TRINITY CHRISTIAN ACADEMY 403(B) PLAN

2021: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement - TrustYes
2020: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement - TrustYes
2019: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: TRINITY CHRISTIAN ACADEMY 403(B) PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01First time form 5500 has been submittedYes
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered342
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered13
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered312
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered13
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered391
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered13
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered364
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered13
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered355
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered13
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered344
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered18
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $3,536
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?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
Commission paid to Insurance BrokerUSD $3,536
Insurance broker organization code?3
Insurance broker nameWILLIAM D SKEETERS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 2
Insurance contract or identification number808670
Number of Individuals Covered320
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberLB0156ADA
Policy instance 1
Insurance contract or identification numberLB0156ADA
Number of Individuals Covered22
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $7,844
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?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
Commission paid to Insurance BrokerUSD $7,844
Insurance broker organization code?3
Insurance broker nameWILLIAM D SKEETERS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808670
Policy instance 1
Insurance contract or identification number808670
Number of Individuals Covered248
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1