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403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS
Plan identification number 002

403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

UNITED SOUTH END SETTLEMENTS has sponsored the creation of one or more 401k plans.

Company Name:UNITED SOUTH END SETTLEMENTS
Employer identification number (EIN):042104280
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED SOUTH END SETTLEMENTS

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 042104280

More information about UNITED SOUTH END SETTLEMENTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01PHOEBE TOWNSEND2023-09-26 PHOEBE TOWNSEND2023-09-26
0022021-01-01JERRELL COX2022-10-17 JERRELL COX2022-10-17
0022020-01-01ADRIENNE MACHADO2021-09-30 ADRIENNE MACHADO2021-09-30
0022019-01-01ADRIENNE MACHADO2020-07-28 ADRIENNE MACHADO2020-07-28
0022018-01-01ADRIENNE MACHADO2019-12-05 ADRIENNE MACHADO2019-11-26
0022017-01-01TONI PRESTON2018-02-26 TONI PRESTON2018-02-26
0022016-01-01TONI PRESTON2017-04-13 TONI PRESTON2017-04-13
0022014-04-01DONNA OWENS2015-07-29 DONNA OWENS2015-07-29
0022013-04-01DONNA OWENS2015-01-16 DONNA OWENS2015-01-16
0022012-04-01KEVIN L. HEPNER2013-11-13 KEVIN L. HEPNER2013-11-13
0022011-04-01KEVIN L. HEPNER2012-12-05 KEVIN L. HEPNER2012-12-05
0022009-04-01KEVIN HEPNER
0022009-04-01 KEVIN HEPNER2011-01-04
0022009-04-01
0022009-04-01KEVIN HEPNER

Plan Statistics for 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS

Measure Date Value
2009: 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS 2009 401k membership
Total participants, beginning-of-year2009-04-01119
Total number of active participants reported on line 7a of the Form 55002009-04-0127
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0181
Total of all active and inactive participants2009-04-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-014
Total participants2009-04-01112
Number of participants with account balances2009-04-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS

Measure Date Value
2011 : 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS 2011 401k financial data
Total income from all sources2011-03-31$123,521
Expenses. Total of all expenses incurred2011-03-31$95,286
Benefits paid (including direct rollovers)2011-03-31$95,286
Total plan assets at end of year2011-03-31$1,022,635
Total plan assets at beginning of year2011-03-31$994,400
Value of fidelity bond covering the plan2011-03-31$1,000,000
Total contributions received or receivable from participants2011-03-31$33,711
Other income received2011-03-31$89,810
Net income (gross income less expenses)2011-03-31$28,235
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,022,635
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$994,400
Assets. Value of participant loans2011-03-31$4,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS

2009: 403(B) THRIFT PLAN OF UNITED SOUTH END SETTLEMENTS 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA053461
Policy instance 1
Insurance contract or identification numberFA053461
Number of Individuals Covered107
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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