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METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 401k Plan overview

Plan NameMETROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN
Plan identification number 004

METROPOLITAN DEVELOPMENT COUNCIL 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.

401k Sponsoring company profile

METROPOLITAN DEVELOPMENT COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:METROPOLITAN DEVELOPMENT COUNCIL
Employer identification number (EIN):910780533
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01SCOTT SCHUBERT2023-10-11 SCOTT SCHUBERT2023-10-11
0042021-01-01MIEKO GRAT2022-10-17
0042020-01-01MIEKO GRAY2021-10-13 MIEKO GRAY2021-10-13
0042019-01-01PAMELA DUNCAN2020-10-14
0042018-01-01PAMELA DUNCAN2019-10-15 PAMELA DUNCAN2019-10-15
0042017-01-01
0042016-01-01
0042015-01-01

Plan Statistics for METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN

401k plan membership statisitcs for METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN

Measure Date Value
2022: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01524
Total number of active participants reported on line 7a of the Form 55002022-01-01178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01389
Total of all active and inactive participants2022-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01567
Number of participants with account balances2022-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01528
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01363
Total of all active and inactive participants2021-01-01524
Total participants2021-01-01524
Number of participants with account balances2021-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01518
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01342
Total of all active and inactive participants2020-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01528
Number of participants with account balances2020-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01508
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01356
Total of all active and inactive participants2019-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01518
Number of participants with account balances2019-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01490
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01323
Total of all active and inactive participants2018-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01508
Number of participants with account balances2018-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01461
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01305
Total of all active and inactive participants2017-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01490
Number of participants with account balances2017-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01460
Total number of active participants reported on line 7a of the Form 55002016-01-01195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01266
Total of all active and inactive participants2016-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01461
Number of participants with account balances2016-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01436
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01249
Total of all active and inactive participants2015-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01460
Number of participants with account balances2015-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN

Measure Date Value
2022 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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$20,367
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$659,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$600,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$626,366
Value of total assets at end of year2022-12-31$5,578,921
Value of total assets at beginning of year2022-12-31$6,218,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,817
Total interest from all sources2022-12-31$1,670
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$227,700
Participant contributions at end of year2022-12-31$50,640
Participant contributions at beginning of year2022-12-31$65,355
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$14,862
Other income not declared elsewhere2022-12-31$-5
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$-639,170
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,578,921
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,218,091
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$4,126,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,763,035
Interest on participant loans2022-12-31$1,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,397,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,360,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-607,664
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$398,666
Employer contributions (assets) at end of year2022-12-31$4,638
Employer contributions (assets) at beginning of year2022-12-31$14,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$600,720
Contract administrator fees2022-12-31$58,817
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 name2022-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2022-12-31911623649
2021 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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$1,261,681
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,079,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,011,443
Expenses. Certain deemed distributions of participant loans2021-12-31$10,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$655,579
Value of total assets at end of year2021-12-31$6,218,091
Value of total assets at beginning of year2021-12-31$6,036,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,583
Total interest from all sources2021-12-31$1,618
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$57,583
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$227,160
Participant contributions at end of year2021-12-31$65,355
Participant contributions at beginning of year2021-12-31$29,999
Participant contributions at end of year2021-12-31$14,862
Participant contributions at beginning of year2021-12-31$6,709
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,613
Other income not declared elsewhere2021-12-31$393
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$181,920
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,218,091
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,036,171
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$4,763,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,475,765
Interest on participant loans2021-12-31$1,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,360,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,506,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$604,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$419,806
Employer contributions (assets) at end of year2021-12-31$14,798
Employer contributions (assets) at beginning of year2021-12-31$17,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,011,443
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2021-12-31911623649
2020 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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$1,214,816
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$538,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$484,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$670,366
Value of total assets at end of year2020-12-31$6,036,171
Value of total assets at beginning of year2020-12-31$5,359,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,401
Total interest from all sources2020-12-31$220
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$53,401
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$243,829
Participant contributions at end of year2020-12-31$29,999
Participant contributions at beginning of year2020-12-31$28,479
Participant contributions at end of year2020-12-31$6,709
Participant contributions at beginning of year2020-12-31$11,549
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,866
Other income not declared elsewhere2020-12-31$12
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$676,787
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,036,171
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,359,384
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$4,475,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,806,196
Interest on participant loans2020-12-31$220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,506,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,492,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$544,218
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$424,671
Employer contributions (assets) at end of year2020-12-31$17,530
Employer contributions (assets) at beginning of year2020-12-31$20,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$484,628
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2020-12-31911623649
2019 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$1,287,111
Total income from all sources (including contributions)2019-12-31$1,287,111
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$938,850
Total of all expenses incurred2019-12-31$938,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$888,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$888,464
Expenses. Certain deemed distributions of participant loans2019-12-31$1,165
Expenses. Certain deemed distributions of participant loans2019-12-31$1,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$689,775
Value of total assets at end of year2019-12-31$5,359,384
Value of total assets at beginning of year2019-12-31$5,011,123
Value of total assets at beginning of year2019-12-31$5,011,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,221
Total interest from all sources2019-12-31$3,671
Total interest from all sources2019-12-31$3,671
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$49,221
Administrative expenses professional fees incurred2019-12-31$49,221
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$265,748
Participant contributions at end of year2019-12-31$28,479
Participant contributions at beginning of year2019-12-31$28,330
Participant contributions at beginning of year2019-12-31$28,330
Participant contributions at end of year2019-12-31$11,549
Participant contributions at beginning of year2019-12-31$120
Participant contributions at beginning of year2019-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$386
Other income not declared elsewhere2019-12-31$386
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
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$348,261
Value of net income/loss2019-12-31$348,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,359,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,011,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,011,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$3,806,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,434,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,434,702
Interest on participant loans2019-12-31$3,371
Interest earned on other investments2019-12-31$300
Interest earned on other investments2019-12-31$300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,492,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,546,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,546,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$593,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$593,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$424,027
Employer contributions (assets) at end of year2019-12-31$20,388
Employer contributions (assets) at beginning of year2019-12-31$1,223
Employer contributions (assets) at beginning of year2019-12-31$1,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$888,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$888,464
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm name2019-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2019-12-31911623649
Accountancy firm EIN2019-12-31911623649
2018 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$637,070
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,562,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,493,421
Expenses. Certain deemed distributions of participant loans2018-12-31$19,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$655,271
Value of total assets at end of year2018-12-31$5,011,123
Value of total assets at beginning of year2018-12-31$5,936,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,366
Total interest from all sources2018-12-31$302
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$50,366
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$219,442
Participant contributions at end of year2018-12-31$28,330
Participant contributions at beginning of year2018-12-31$55,242
Participant contributions at end of year2018-12-31$120
Participant contributions at beginning of year2018-12-31$8,462
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,912
Other income not declared elsewhere2018-12-31$384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-925,733
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,011,123
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,936,856
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$3,434,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,015,478
Interest on participant loans2018-12-31$302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,546,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,842,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,887
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$407,917
Employer contributions (assets) at end of year2018-12-31$1,223
Employer contributions (assets) at beginning of year2018-12-31$15,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,493,421
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2018-12-31911623649
2017 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,440
Total income from all sources (including contributions)2017-12-31$1,183,095
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$814,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$771,881
Expenses. Certain deemed distributions of participant loans2017-12-31$575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$692,374
Value of total assets at end of year2017-12-31$5,936,856
Value of total assets at beginning of year2017-12-31$5,569,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,661
Total interest from all sources2017-12-31$13,676
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$41,661
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$250,031
Participant contributions at end of year2017-12-31$55,242
Participant contributions at beginning of year2017-12-31$77,596
Participant contributions at end of year2017-12-31$8,462
Participant contributions at beginning of year2017-12-31$9,945
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,440
Other income not declared elsewhere2017-12-31$351
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$152,180
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$368,978
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,936,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,567,878
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$4,015,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,247,768
Interest on participant loans2017-12-31$13,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,842,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,064,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$476,694
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$422,056
Employer contributions (assets) at end of year2017-12-31$15,596
Employer contributions (assets) at beginning of year2017-12-31$17,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$771,881
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2017-12-31911623649
2016 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$777
Total income from all sources (including contributions)2016-12-31$1,051,650
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$913,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$867,109
Value of total corrective distributions2016-12-31$1,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$747,479
Value of total assets at end of year2016-12-31$5,569,318
Value of total assets at beginning of year2016-12-31$5,430,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,158
Total interest from all sources2016-12-31$3,610
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$45,158
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$266,882
Participant contributions at end of year2016-12-31$77,596
Participant contributions at beginning of year2016-12-31$72,833
Participant contributions at end of year2016-12-31$9,945
Participant contributions at beginning of year2016-12-31$22,446
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$777
Other income not declared elsewhere2016-12-31$189
Total non interest bearing cash at end of year2016-12-31$152,180
Total non interest bearing cash at beginning of year2016-12-31$0
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$137,943
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,567,878
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,429,935
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$3,247,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,019,118
Interest on participant loans2016-12-31$3,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,064,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,291,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$300,372
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$447,900
Employer contributions (assets) at end of year2016-12-31$17,057
Employer contributions (assets) at beginning of year2016-12-31$24,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$867,109
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2016-12-31911623649
2015 : METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$721,149
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$801,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$754,814
Value of total corrective distributions2015-12-31$777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$689,773
Value of total assets at end of year2015-12-31$5,430,712
Value of total assets at beginning of year2015-12-31$5,510,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,154
Total interest from all sources2015-12-31$1,931
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,922
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$236,501
Participant contributions at end of year2015-12-31$72,833
Participant contributions at beginning of year2015-12-31$114,530
Participant contributions at end of year2015-12-31$22,446
Participant contributions at beginning of year2015-12-31$8,249
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-80,596
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,429,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,510,531
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
Investment advisory and management fees2015-12-31$21,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,019,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,007,302
Interest on participant loans2015-12-31$1,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,291,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,369,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$29,445
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$405,114
Employer contributions (assets) at end of year2015-12-31$24,735
Employer contributions (assets) at beginning of year2015-12-31$10,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$754,814
Contract administrator fees2015-12-31$15,280
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2015-12-31911623649

Form 5500 Responses for METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN

2022: METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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: METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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: METROPOLITAN DEVELOPMENT COUNCIL 403(B) 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: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $23
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
Commission paid to Insurance BrokerUSD $23
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered169
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22
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
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered169
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $59
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
Commission paid to Insurance BrokerUSD $59
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered171
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $59
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
Commission paid to Insurance BrokerUSD $59
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered175
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $90
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
Commission paid to Insurance BrokerUSD $90
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameDAVID CHARLES HART
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEA02
Policy instance 1
Insurance contract or identification numberEA02
Number of Individuals Covered206
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $82
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 $82
Insurance broker organization code?3
Insurance broker nameDAVID CHARLES HART

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