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403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO
Plan identification number 003

403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

MURTIS TAYLOR HUMAN SERVICES SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:MURTIS TAYLOR HUMAN SERVICES SYSTEM
Employer identification number (EIN):237158458
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARTHA MUHAMMAD
0032016-01-01JOHN CHAN
0032015-01-01JOHN CHAN
0032014-01-01JOHN CHAN
0032013-01-01JOHN CHAN
0032012-01-01JOHN CHAN
0032011-01-01JOHN CHAN
0032009-01-01JOHN CHAN

Plan Statistics for 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO

Measure Date Value
2022: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2022 401k membership
Total participants, beginning-of-year2022-01-01282
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01263
Number of participants with account balances2022-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01292
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2020 401k membership
Total participants, beginning-of-year2020-01-01348
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01307
Number of participants with account balances2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2019 401k membership
Total participants, beginning-of-year2019-01-01425
Total number of active participants reported on line 7a of the Form 55002019-01-01282
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01361
Number of participants with account balances2019-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2018 401k membership
Total participants, beginning-of-year2018-01-01570
Total number of active participants reported on line 7a of the Form 55002018-01-01358
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01482
Number of participants with account balances2018-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2017 401k membership
Total participants, beginning-of-year2017-01-01599
Total number of active participants reported on line 7a of the Form 55002017-01-01319
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01237
Total of all active and inactive participants2017-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01557
Number of participants with account balances2017-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2016 401k membership
Total participants, beginning-of-year2016-01-01571
Total number of active participants reported on line 7a of the Form 55002016-01-01336
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01267
Total of all active and inactive participants2016-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01608
Number of participants with account balances2016-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2015 401k membership
Total participants, beginning-of-year2015-01-01523
Total number of active participants reported on line 7a of the Form 55002015-01-01356
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01199
Total of all active and inactive participants2015-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01555
Number of participants with account balances2015-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2014 401k membership
Total participants, beginning-of-year2014-01-01601
Total number of active participants reported on line 7a of the Form 55002014-01-01354
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01509
Number of participants with account balances2014-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2013 401k membership
Total participants, beginning-of-year2013-01-01584
Total number of active participants reported on line 7a of the Form 55002013-01-01384
Number of retired or separated participants receiving benefits2013-01-0140
Number of other retired or separated participants entitled to future benefits2013-01-01172
Total of all active and inactive participants2013-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01596
Number of participants with account balances2013-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0150
2012: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01483
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01584
Number of participants with account balances2012-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2011 401k membership
Total participants, beginning-of-year2011-01-01370
Total number of active participants reported on line 7a of the Form 55002011-01-01322
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01425
Number of participants with account balances2011-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2009 401k membership
Total participants, beginning-of-year2009-01-01300
Total number of active participants reported on line 7a of the Form 55002009-01-01287
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01325
Number of participants with account balances2009-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$0
Total income from all sources (including contributions)2022-12-31$-636,049
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,055,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,006,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$532,498
Value of total assets at end of year2022-12-31$6,483,114
Value of total assets at beginning of year2022-12-31$8,174,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,193
Total interest from all sources2022-12-31$9,197
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$316,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$316,671
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$765,000
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$311,897
Participant contributions at end of year2022-12-31$186,073
Participant contributions at beginning of year2022-12-31$298,714
Participant contributions at end of year2022-12-31$13,006
Participant contributions at beginning of year2022-12-31$13,142
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$364
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,691,178
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,483,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,174,292
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$5,381,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,068,750
Value of interest in pooled separate accounts at end of year2022-12-31$24,436
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,774
Interest on participant loans2022-12-31$9,197
Interest earned on other investments2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$869,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$752,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,488,765
Net investment gain/loss from pooled separate accounts2022-12-31$-5,650
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$220,237
Employer contributions (assets) at end of year2022-12-31$9,205
Employer contributions (assets) at beginning of year2022-12-31$10,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,006,936
Contract administrator fees2022-12-31$48,193
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2022-12-31340677006
2021 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$1,727,947
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,641,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,581,835
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$539,361
Value of total assets at end of year2021-12-31$8,174,292
Value of total assets at beginning of year2021-12-31$8,088,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,158
Total interest from all sources2021-12-31$17,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$644,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$644,173
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$329,295
Participant contributions at end of year2021-12-31$298,714
Participant contributions at beginning of year2021-12-31$222,207
Participant contributions at end of year2021-12-31$13,142
Participant contributions at beginning of year2021-12-31$15,734
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$514
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$85,954
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,174,292
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,088,338
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$7,068,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,046,347
Value of interest in pooled separate accounts at end of year2021-12-31$30,774
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,528
Interest on participant loans2021-12-31$9,048
Interest earned on other investments2021-12-31$8,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$752,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$765,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$523,473
Net investment gain/loss from pooled separate accounts2021-12-31$3,273
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$209,552
Employer contributions (assets) at end of year2021-12-31$10,069
Employer contributions (assets) at beginning of year2021-12-31$10,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,581,835
Contract administrator fees2021-12-31$60,158
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2021-12-31340677006
2020 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$1,551,919
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$701,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$648,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$657,011
Value of total assets at end of year2020-12-31$8,088,338
Value of total assets at beginning of year2020-12-31$7,238,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,736
Total interest from all sources2020-12-31$150,290
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$271,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$271,262
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$390,806
Participant contributions at end of year2020-12-31$222,207
Participant contributions at beginning of year2020-12-31$241,263
Participant contributions at end of year2020-12-31$15,734
Participant contributions at beginning of year2020-12-31$16,435
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,680
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$850,192
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,088,338
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,238,146
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$7,046,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,605,627
Value of interest in pooled separate accounts at end of year2020-12-31$27,528
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,539
Interest on participant loans2020-12-31$12,166
Interest earned on other investments2020-12-31$138,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$765,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$351,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$469,131
Net investment gain/loss from pooled separate accounts2020-12-31$4,225
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$234,525
Employer contributions (assets) at end of year2020-12-31$10,951
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$648,991
Contract administrator fees2020-12-31$52,736
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 name2020-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2020-12-31340677006
2019 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2019 401k financial data
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 income from all sources (including contributions)2019-12-31$1,677,910
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,042,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$983,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$583,696
Value of total assets at end of year2019-12-31$7,238,146
Value of total assets at beginning of year2019-12-31$6,602,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,624
Total interest from all sources2019-12-31$10,179
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$330,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$330,246
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$410,083
Participant contributions at end of year2019-12-31$241,263
Participant contributions at beginning of year2019-12-31$222,478
Participant contributions at end of year2019-12-31$16,435
Participant contributions at beginning of year2019-12-31$19,172
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,162
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$635,291
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,238,146
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,602,855
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 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$6,605,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,938,919
Value of interest in pooled separate accounts at end of year2019-12-31$23,539
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,810
Interest on participant loans2019-12-31$10,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$351,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$402,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$753,789
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$142,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$983,995
Contract administrator fees2019-12-31$58,624
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2019-12-31340677006
2018 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$325,098
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,518,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,469,817
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$712,357
Value of total assets at end of year2018-12-31$6,602,855
Value of total assets at beginning of year2018-12-31$8,796,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,032
Total interest from all sources2018-12-31$8,446
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$423,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$423,112
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$445,069
Participant contributions at end of year2018-12-31$222,478
Participant contributions at beginning of year2018-12-31$264,505
Participant contributions at end of year2018-12-31$19,172
Participant contributions at beginning of year2018-12-31$17,886
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,193,751
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,602,855
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,796,606
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,938,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,877,485
Value of interest in pooled separate accounts at end of year2018-12-31$19,810
Value of interest in pooled separate accounts at beginning of year2018-12-31$61,192
Interest on participant loans2018-12-31$8,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$402,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$562,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-818,817
Net investment gain or loss from common/collective trusts2018-12-31$0
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$251,366
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$13,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,469,817
Contract administrator fees2018-12-31$49,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2018-12-31340677006
2017 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$0
Total income from all sources (including contributions)2017-12-31$2,010,386
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$454,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$420,212
Expenses. Certain deemed distributions of participant loans2017-12-31$3,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$829,358
Value of total assets at end of year2017-12-31$8,796,606
Value of total assets at beginning of year2017-12-31$7,240,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,528
Total interest from all sources2017-12-31$10,169
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$434,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$434,982
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$489,614
Participant contributions at end of year2017-12-31$264,505
Participant contributions at beginning of year2017-12-31$288,157
Participant contributions at end of year2017-12-31$17,886
Participant contributions at beginning of year2017-12-31$18,298
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$1,556,119
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,796,606
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,240,487
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$7,877,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,316,762
Value of interest in pooled separate accounts at end of year2017-12-31$61,192
Value of interest in pooled separate accounts at beginning of year2017-12-31$55,033
Interest on participant loans2017-12-31$9,966
Interest earned on other investments2017-12-31$203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$562,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$548,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$729,699
Net investment gain/loss from pooled separate accounts2017-12-31$6,178
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$339,744
Employer contributions (assets) at end of year2017-12-31$13,518
Employer contributions (assets) at beginning of year2017-12-31$13,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$420,212
Contract administrator fees2017-12-31$30,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2017-12-31340677006
2016 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,321,045
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$398,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$371,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$835,425
Value of total assets at end of year2016-12-31$7,240,487
Value of total assets at beginning of year2016-12-31$6,317,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,701
Total interest from all sources2016-12-31$7,496
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$266,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$266,323
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$456,851
Participant contributions at end of year2016-12-31$288,157
Participant contributions at beginning of year2016-12-31$157,553
Participant contributions at end of year2016-12-31$18,298
Participant contributions at beginning of year2016-12-31$21,821
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$45,939
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$922,902
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,240,487
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,317,585
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$6,316,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,559,837
Value of interest in pooled separate accounts at end of year2016-12-31$55,033
Value of interest in pooled separate accounts at beginning of year2016-12-31$55,494
Interest on participant loans2016-12-31$7,496
Interest earned on other investments2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$548,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$514,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$212,012
Net investment gain/loss from pooled separate accounts2016-12-31$-211
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$332,635
Employer contributions (assets) at end of year2016-12-31$13,565
Employer contributions (assets) at beginning of year2016-12-31$8,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$371,442
Contract administrator fees2016-12-31$26,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2016-12-31340677006
2015 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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$0
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$813,401
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$734,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$709,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$797,995
Value of total assets at end of year2015-12-31$6,317,585
Value of total assets at beginning of year2015-12-31$6,238,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,809
Total interest from all sources2015-12-31$4,307
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$345,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$345,743
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$431,946
Participant contributions at end of year2015-12-31$157,553
Participant contributions at beginning of year2015-12-31$147,508
Participant contributions at end of year2015-12-31$21,821
Participant contributions at beginning of year2015-12-31$15,660
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,886
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$79,136
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,317,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,238,449
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,559,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,344,600
Value of interest in pooled separate accounts at end of year2015-12-31$55,494
Value of interest in pooled separate accounts at beginning of year2015-12-31$159,460
Interest on participant loans2015-12-31$4,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$514,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$565,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,640
Net investment gain/loss from pooled separate accounts2015-12-31$-4
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$313,163
Employer contributions (assets) at end of year2015-12-31$8,463
Employer contributions (assets) at beginning of year2015-12-31$5,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$709,456
Contract administrator fees2015-12-31$24,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2015-12-31340677006
2014 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,545,691
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$441,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$415,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,208,046
Value of total assets at end of year2014-12-31$6,238,449
Value of total assets at beginning of year2014-12-31$5,134,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,723
Total interest from all sources2014-12-31$4,893
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$245,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$245,754
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$393,214
Participant contributions at end of year2014-12-31$147,508
Participant contributions at beginning of year2014-12-31$161,906
Participant contributions at end of year2014-12-31$15,660
Participant contributions at beginning of year2014-12-31$13,794
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$514,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,104,287
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,238,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,134,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,344,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,202,823
Value of interest in pooled separate accounts at end of year2014-12-31$159,460
Value of interest in pooled separate accounts at beginning of year2014-12-31$159,748
Interest on participant loans2014-12-31$4,893
Interest earned on other investments2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$565,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$583,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,756
Net investment gain/loss from pooled separate accounts2014-12-31$12,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$300,547
Employer contributions (assets) at end of year2014-12-31$5,906
Employer contributions (assets) at beginning of year2014-12-31$12,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$415,681
Contract administrator fees2014-12-31$25,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2014-12-31340677006
2013 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,420,506
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$425,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$407,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$668,779
Value of total assets at end of year2013-12-31$5,134,162
Value of total assets at beginning of year2013-12-31$4,139,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,159
Total interest from all sources2013-12-31$14,738
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$79,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$79,414
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$735,661
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$388,608
Participant contributions at end of year2013-12-31$161,906
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$13,794
Participant contributions at beginning of year2013-12-31$12,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$994,696
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,134,162
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,139,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,202,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$159,748
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,758,605
Interest on participant loans2013-12-31$4,045
Interest earned on other investments2013-12-31$10,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$583,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,348,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$439,208
Net investment gain/loss from pooled separate accounts2013-12-31$218,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$280,171
Employer contributions (assets) at end of year2013-12-31$12,130
Employer contributions (assets) at beginning of year2013-12-31$19,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$407,651
Contract administrator fees2013-12-31$18,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2013-12-31340677006
2012 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$941,352
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$253,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$250,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$644,873
Value of total assets at end of year2012-12-31$4,139,466
Value of total assets at beginning of year2012-12-31$3,451,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,283
Total interest from all sources2012-12-31$29,450
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$310,400
Participant contributions at end of year2012-12-31$12,262
Participant contributions at beginning of year2012-12-31$12,676
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94
Administrative expenses (other) incurred2012-12-31$2,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$688,267
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,139,466
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,451,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,758,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,955,225
Interest earned on other investments2012-12-31$29,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,348,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,470,787
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$267,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$334,379
Employer contributions (assets) at end of year2012-12-31$19,986
Employer contributions (assets) at beginning of year2012-12-31$12,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$250,802
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2012-12-31340677006
2011 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$688,974
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$288,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$287,713
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$701,980
Value of total assets at end of year2011-12-31$3,451,199
Value of total assets at beginning of year2011-12-31$3,051,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,210
Total interest from all sources2011-12-31$27,130
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$328,579
Participant contributions at end of year2011-12-31$12,676
Participant contributions at beginning of year2011-12-31$18,007
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$97,921
Administrative expenses (other) incurred2011-12-31$1,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$400,051
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,451,199
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,051,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,955,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,140,369
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$27,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,470,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$880,246
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-40,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$275,480
Employer contributions (assets) at end of year2011-12-31$12,511
Employer contributions (assets) at beginning of year2011-12-31$12,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$287,713
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2011-12-31340677006
2010 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$842,307
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$191,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$189,765
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$546,072
Value of total assets at end of year2010-12-31$3,051,148
Value of total assets at beginning of year2010-12-31$2,400,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,878
Total interest from all sources2010-12-31$23,411
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$274,245
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$18,007
Participant contributions at beginning of year2010-12-31$8,067
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,586
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$1,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$650,664
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,051,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,400,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,140,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,678,177
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$23,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$880,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$705,247
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$272,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$256,241
Employer contributions (assets) at end of year2010-12-31$12,526
Employer contributions (assets) at beginning of year2010-12-31$8,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$189,765
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2010-12-31340677006
2009 : 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO

2022: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 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 benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR MURTIS H. TAYLOR MULTI-SERVICES CENTER CLEVELAND, OHIO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered212
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $819
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?Yes
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
Amount paid for insurance broker fees819
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered20
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered225
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $757
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?Yes
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
Amount paid for insurance broker fees757
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered275
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $669
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?Yes
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
Amount paid for insurance broker fees669
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered310
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $417
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?Yes
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
Amount paid for insurance broker fees417
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered23
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered428
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $425
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?Yes
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
Amount paid for insurance broker fees425
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered586
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 $517
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?Yes
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
Amount paid for insurance broker fees517
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
Insurance broker nameCBIZ
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052341-K
Policy instance 2
Insurance contract or identification number052341-K
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
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 $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered543
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $409
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?Yes
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
Amount paid for insurance broker fees343
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTEGRIT GROUP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered480
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $353
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?Yes
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
Amount paid for insurance broker fees353
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCBIZ
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract numberD56762K
Policy instance 2
Insurance contract or identification numberD56762K
Number of Individuals Covered31
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract numberD56762K
Policy instance 2
Insurance contract or identification numberD56762K
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered584
Insurance policy start date2013-01-15
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,105
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?Yes
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
Amount paid for insurance broker fees3105
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTEGRIT GROUP
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056762K
Policy instance 1
Insurance contract or identification number056762K
Number of Individuals Covered584
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $866
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees266
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJASON R. LAMP
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056762K
Policy instance 1
Insurance contract or identification number056762K
Number of Individuals Covered425
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,010
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056762K
Policy instance 1
Insurance contract or identification number056762K
Number of Individuals Covered370
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $680
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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