Logo

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 401k Plan overview

Plan NameSANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN
Plan identification number 001

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. has sponsored the creation of one or more 401k plans.

Company Name:SANTA CLARA METHODIST RETIREMENT FOUNDATION INC.
Employer identification number (EIN):942205588
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LISA FLOHR2023-06-29
0012021-01-01LISA FLOHR2022-09-21
0012020-01-01LISA FLOHR2021-09-07
0012019-01-01LISA FLOHR2020-10-30
0012018-01-01PRISCILLA HAYNES
0012017-01-01PRISCILLA HAYNES
0012016-01-01PRISCILLA HAYNES
0012015-01-01PRISCILLA HAYNES
0012014-01-01PRISCILLA HAYNES
0012013-01-01PRISCILLA HAYNES
0012012-01-01KATHY BETTS
0012011-01-01ALICE K SUTTON
0012009-01-01ALICE K SUTTON
0012009-01-01ALICE K. SUTTON
0012009-01-01ALICE K. SUTTON

Plan Statistics for SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN

401k plan membership statisitcs for SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN

Measure Date Value
2018: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0132
Number of participants with account balances2018-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0128
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0128
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0130
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0132
Number of participants with account balances2011-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN

Measure Date Value
2018 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2018 401k financial data
Total income from all sources2018-12-31$198,197
Expenses. Total of all expenses incurred2018-12-31$41,931
Benefits paid (including direct rollovers)2018-12-31$41,129
Total plan assets at end of year2018-12-31$2,298,708
Total plan assets at beginning of year2018-12-31$2,142,442
Value of fidelity bond covering the plan2018-12-31$220,000
Total contributions received or receivable from participants2018-12-31$44,043
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$21,673
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$156,266
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,298,708
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,142,442
Assets. Value of participant loans2018-12-31$23,284
Total contributions received or receivable from employer(s)2018-12-31$132,481
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2017 401k financial data
Total income from all sources2017-12-31$266,072
Expenses. Total of all expenses incurred2017-12-31$30,157
Benefits paid (including direct rollovers)2017-12-31$29,862
Total plan assets at end of year2017-12-31$2,142,442
Total plan assets at beginning of year2017-12-31$1,906,527
Value of fidelity bond covering the plan2017-12-31$220,000
Total contributions received or receivable from participants2017-12-31$28,170
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$117,032
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$235,915
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,142,442
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,906,527
Assets. Value of participant loans2017-12-31$17,868
Total contributions received or receivable from employer(s)2017-12-31$120,870
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2016 401k financial data
Total income from all sources2016-12-31$198,232
Expenses. Total of all expenses incurred2016-12-31$20,309
Benefits paid (including direct rollovers)2016-12-31$19,983
Total plan assets at end of year2016-12-31$1,906,527
Total plan assets at beginning of year2016-12-31$1,728,604
Value of fidelity bond covering the plan2016-12-31$220,000
Total contributions received or receivable from participants2016-12-31$29,103
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$65,371
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$177,923
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,906,527
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,728,604
Total contributions received or receivable from employer(s)2016-12-31$103,758
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2015 401k financial data
Total income from all sources2015-12-31$157,598
Expenses. Total of all expenses incurred2015-12-31$31,321
Benefits paid (including direct rollovers)2015-12-31$30,062
Total plan assets at end of year2015-12-31$1,728,605
Total plan assets at beginning of year2015-12-31$1,602,328
Value of fidelity bond covering the plan2015-12-31$220,000
Total contributions received or receivable from participants2015-12-31$29,093
Other income received2015-12-31$39,161
Net income (gross income less expenses)2015-12-31$126,277
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,728,605
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,602,328
Total contributions received or receivable from employer(s)2015-12-31$89,344
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2014 401k financial data
Total income from all sources2014-12-31$165,451
Expenses. Total of all expenses incurred2014-12-31$97,912
Benefits paid (including direct rollovers)2014-12-31$97,528
Total plan assets at end of year2014-12-31$1,602,328
Total plan assets at beginning of year2014-12-31$1,534,789
Value of fidelity bond covering the plan2014-12-31$220,000
Total contributions received or receivable from participants2014-12-31$26,206
Expenses. Other expenses not covered elsewhere2014-12-31$384
Other income received2014-12-31$66,340
Net income (gross income less expenses)2014-12-31$67,539
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,602,328
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,534,789
Total contributions received or receivable from employer(s)2014-12-31$72,905
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2013 401k financial data
Total income from all sources2013-12-31$260,023
Expenses. Total of all expenses incurred2013-12-31$537,203
Benefits paid (including direct rollovers)2013-12-31$536,713
Total plan assets at end of year2013-12-31$1,534,789
Total plan assets at beginning of year2013-12-31$1,811,969
Value of fidelity bond covering the plan2013-12-31$220,000
Total contributions received or receivable from participants2013-12-31$20,493
Expenses. Other expenses not covered elsewhere2013-12-31$490
Other income received2013-12-31$158,666
Net income (gross income less expenses)2013-12-31$-277,180
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,534,789
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,811,969
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$80,864
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$244,213
Expenses. Total of all expenses incurred2012-12-31$26,468
Benefits paid (including direct rollovers)2012-12-31$25,868
Total plan assets at end of year2012-12-31$1,811,969
Total plan assets at beginning of year2012-12-31$1,594,224
Value of fidelity bond covering the plan2012-12-31$220,000
Total contributions received or receivable from participants2012-12-31$36,096
Other income received2012-12-31$111,895
Net income (gross income less expenses)2012-12-31$217,745
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,811,969
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,594,224
Assets. Value of participant loans2012-12-31$5,863
Total contributions received or receivable from employer(s)2012-12-31$96,222
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$124,999
Expenses. Total of all expenses incurred2011-12-31$11,383
Benefits paid (including direct rollovers)2011-12-31$2,525
Total plan assets at end of year2011-12-31$1,594,224
Total plan assets at beginning of year2011-12-31$1,480,608
Value of fidelity bond covering the plan2011-12-31$220,000
Total contributions received or receivable from participants2011-12-31$35,296
Other income received2011-12-31$-2,530
Net income (gross income less expenses)2011-12-31$113,616
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,594,224
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,480,608
Assets. Value of participant loans2011-12-31$8,217
Total contributions received or receivable from employer(s)2011-12-31$92,233
Value of certain deemed distributions of participant loans2011-12-31$8,020
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$838
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$222,094
Expenses. Total of all expenses incurred2010-12-31$31,521
Benefits paid (including direct rollovers)2010-12-31$30,641
Total plan assets at end of year2010-12-31$1,480,608
Total plan assets at beginning of year2010-12-31$1,290,035
Value of fidelity bond covering the plan2010-12-31$220,000
Total contributions received or receivable from participants2010-12-31$35,952
Other income received2010-12-31$99,847
Net income (gross income less expenses)2010-12-31$190,573
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,480,608
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,290,035
Assets. Value of participant loans2010-12-31$18,142
Total contributions received or receivable from employer(s)2010-12-31$86,295
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN

2018: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B 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: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B 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: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B 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: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B 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
2014: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered31
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,456
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,456
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874-000
Policy instance 2
Insurance contract or identification number731874-000
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $670
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $670
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered29
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,008
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,008
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEDWARD AZRILEVICH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered30
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEDWARD AZRILEVICH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered29
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,452
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,452
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEDWARD AZRILEVICH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,725
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,725
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEDWARD AZRILEVICH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered31
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,286
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,286
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEDWARD AZRILEVICH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered32
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,291
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731874001
Policy instance 1
Insurance contract or identification number731874001
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,077
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,077
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEDWARD AZRILEVICH

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