Logo

NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 401k Plan overview

Plan NameNOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY
Plan identification number 003

NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

NOTRE DAME DE LOURDES has sponsored the creation of one or more 401k plans.

Company Name:NOTRE DAME DE LOURDES
Employer identification number (EIN):160791040
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01SUSAN VERTOSKE2025-01-13 JACQUELINE FOSTER2025-01-13
0032022-07-01PATRICIA MACK2024-01-04 PATRICIA MACK2024-01-04
0032021-07-01PATRICIA MACK2023-01-09 PATRICIA MACK2023-01-09
0032020-07-01PATRICIA MACK2022-03-22 PATRICIA MACK2022-03-22
0032019-07-01PATRICIA MACK2021-04-12 PATRICIA MACK2021-04-12
0032018-07-01DEBORAH FRANKLIN2020-01-30 DEBORAH FRANKLIN2020-01-30
0032017-07-01
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01
0032012-07-01SISTER MARY WALTER HICKEY
0032011-07-01SISTER MARY WALTER HICKEY
0032010-07-01SISTER MARY WALTER HICKEY
0032009-07-01SISTER MARY WALTER HICKEY

Financial Data on NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY

Measure Date Value
2024 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2024 401k financial data
Total income from all sources2024-06-30$194,451
Expenses. Total of all expenses incurred2024-06-30$76,915
Benefits paid (including direct rollovers)2024-06-30$76,915
Total plan assets at end of year2024-06-30$1,715,230
Total plan assets at beginning of year2024-06-30$1,597,694
Other income received2024-06-30$194,451
Net income (gross income less expenses)2024-06-30$117,536
Net plan assets at end of year (total assets less liabilities)2024-06-30$1,715,230
Net plan assets at beginning of year (total assets less liabilities)2024-06-30$1,597,694
2023 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2023 401k financial data
Total income from all sources2023-06-30$144,728
Expenses. Total of all expenses incurred2023-06-30$35,029
Benefits paid (including direct rollovers)2023-06-30$35,029
Total plan assets at end of year2023-06-30$1,597,694
Total plan assets at beginning of year2023-06-30$1,487,995
Other income received2023-06-30$144,707
Net income (gross income less expenses)2023-06-30$109,699
Net plan assets at end of year (total assets less liabilities)2023-06-30$1,597,694
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,487,995
Total contributions received or receivable from employer(s)2023-06-30$21
2022 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2022 401k financial data
Total income from all sources2022-06-30$-125,403
Expenses. Total of all expenses incurred2022-06-30$152,341
Benefits paid (including direct rollovers)2022-06-30$152,341
Total plan assets at end of year2022-06-30$1,487,995
Total plan assets at beginning of year2022-06-30$1,765,739
Other income received2022-06-30$-125,403
Net income (gross income less expenses)2022-06-30$-277,744
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,487,995
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$1,765,739
Funding deficiency by the employer to the plan for this plan year2022-06-30$0
Minimum employer required contribution for this plan year2022-06-30$0
Amount contributed by the employer to the plan for this plan year2022-06-30$0
2021 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2021 401k financial data
Total income from all sources2021-06-30$316,964
Expenses. Total of all expenses incurred2021-06-30$46,737
Benefits paid (including direct rollovers)2021-06-30$46,737
Total plan assets at end of year2021-06-30$1,765,739
Total plan assets at beginning of year2021-06-30$1,495,512
Other income received2021-06-30$316,964
Net income (gross income less expenses)2021-06-30$270,227
Net plan assets at end of year (total assets less liabilities)2021-06-30$1,765,739
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,495,512
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
2020 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2020 401k financial data
Total income from all sources2020-06-30$60,278
Expenses. Total of all expenses incurred2020-06-30$59,024
Benefits paid (including direct rollovers)2020-06-30$59,024
Total plan assets at end of year2020-06-30$1,495,512
Total plan assets at beginning of year2020-06-30$1,494,258
Other income received2020-06-30$60,278
Net income (gross income less expenses)2020-06-30$1,254
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,495,512
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,494,258
2019 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2019 401k financial data
Total income from all sources2019-06-30$85,028
Expenses. Total of all expenses incurred2019-06-30$265,962
Benefits paid (including direct rollovers)2019-06-30$265,962
Total plan assets at end of year2019-06-30$1,494,258
Total plan assets at beginning of year2019-06-30$1,675,192
Other income received2019-06-30$76,192
Net income (gross income less expenses)2019-06-30$-180,934
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,494,258
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,675,192
Total contributions received or receivable from employer(s)2019-06-30$8,836
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$8,834
Amount contributed by the employer to the plan for this plan year2019-06-30$8,834
2018 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2018 401k financial data
Total income from all sources2018-06-30$169,522
Expenses. Total of all expenses incurred2018-06-30$77,095
Benefits paid (including direct rollovers)2018-06-30$77,095
Total plan assets at end of year2018-06-30$1,675,192
Total plan assets at beginning of year2018-06-30$1,582,765
Other income received2018-06-30$119,006
Net income (gross income less expenses)2018-06-30$92,427
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,675,192
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$1,582,765
Total contributions received or receivable from employer(s)2018-06-30$50,516
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$50,516
Amount contributed by the employer to the plan for this plan year2018-06-30$50,516
2017 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2017 401k financial data
Total income from all sources2017-06-30$186,735
Expenses. Total of all expenses incurred2017-06-30$31,511
Benefits paid (including direct rollovers)2017-06-30$31,124
Total plan assets at end of year2017-06-30$1,582,765
Total plan assets at beginning of year2017-06-30$1,427,541
Other income received2017-06-30$142,050
Net income (gross income less expenses)2017-06-30$155,224
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,582,765
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,427,541
Total contributions received or receivable from employer(s)2017-06-30$44,685
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$387
2016 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2016 401k financial data
Total income from all sources2016-06-30$49,029
Expenses. Total of all expenses incurred2016-06-30$26,450
Benefits paid (including direct rollovers)2016-06-30$26,450
Total plan assets at end of year2016-06-30$1,427,541
Total plan assets at beginning of year2016-06-30$1,404,962
Other income received2016-06-30$3,828
Net income (gross income less expenses)2016-06-30$22,579
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,427,541
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,404,962
Total contributions received or receivable from employer(s)2016-06-30$45,201
2015 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2015 401k financial data
Total income from all sources2015-06-30$99,136
Expenses. Total of all expenses incurred2015-06-30$138,618
Benefits paid (including direct rollovers)2015-06-30$138,618
Total plan assets at end of year2015-06-30$1,404,962
Total plan assets at beginning of year2015-06-30$1,444,444
Other income received2015-06-30$57,358
Net income (gross income less expenses)2015-06-30$-39,482
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,404,962
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,444,444
Total contributions received or receivable from employer(s)2015-06-30$41,778
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$41,778
Amount contributed by the employer to the plan for this plan year2015-06-30$41,778
2014 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2014 401k financial data
Total income from all sources2014-06-30$243,704
Expenses. Total of all expenses incurred2014-06-30$11,117
Benefits paid (including direct rollovers)2014-06-30$11,117
Total plan assets at end of year2014-06-30$1,444,444
Total plan assets at beginning of year2014-06-30$1,211,857
Other income received2014-06-30$205,060
Net income (gross income less expenses)2014-06-30$232,587
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,444,444
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,211,857
Total contributions received or receivable from employer(s)2014-06-30$38,644
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$38,644
Amount contributed by the employer to the plan for this plan year2014-06-30$38,644
2013 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2013 401k financial data
Total income from all sources2013-06-30$176,083
Expenses. Total of all expenses incurred2013-06-30$22,869
Benefits paid (including direct rollovers)2013-06-30$22,869
Total plan assets at end of year2013-06-30$1,211,857
Total plan assets at beginning of year2013-06-30$1,058,643
Expenses. Other expenses not covered elsewhere2013-06-30$0
Other income received2013-06-30$141,387
Net income (gross income less expenses)2013-06-30$153,214
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,211,857
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,058,643
Total contributions received or receivable from employer(s)2013-06-30$34,696
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$34,696
Amount contributed by the employer to the plan for this plan year2013-06-30$34,696
2012 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2012 401k financial data
Total income from all sources2012-06-30$43,600
Expenses. Total of all expenses incurred2012-06-30$12,358
Benefits paid (including direct rollovers)2012-06-30$12,358
Total plan assets at end of year2012-06-30$1,058,643
Total plan assets at beginning of year2012-06-30$1,027,401
Other income received2012-06-30$12,012
Net income (gross income less expenses)2012-06-30$31,242
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,058,643
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,027,401
Total contributions received or receivable from employer(s)2012-06-30$31,588
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$31,588
Amount contributed by the employer to the plan for this plan year2012-06-30$31,588
2011 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2011 401k financial data
Total income from all sources2011-06-30$220,697
Expenses. Total of all expenses incurred2011-06-30$59,057
Benefits paid (including direct rollovers)2011-06-30$58,840
Total plan assets at end of year2011-06-30$1,027,401
Total plan assets at beginning of year2011-06-30$865,761
Other income received2011-06-30$187,987
Net income (gross income less expenses)2011-06-30$161,640
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,027,401
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$865,761
Total contributions received or receivable from employer(s)2011-06-30$32,710
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$217
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$32,710
Amount contributed by the employer to the plan for this plan year2011-06-30$32,710
2010 : NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$38,487
Amount contributed by the employer to the plan for this plan year2010-06-30$38,487

Form 5500 Responses for NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY

2023: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – InsuranceYes
2022: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1
Insurance contract or identification number368198
Number of Individuals Covered61
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368198
Policy instance 1

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