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EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY
Plan identification number 004

EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

METHODIST CHILDRENS HOME SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:METHODIST CHILDRENS HOME SOCIETY
Employer identification number (EIN):381240951
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about METHODIST CHILDRENS HOME SOCIETY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 742133

More information about METHODIST CHILDRENS HOME SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042018-01-01
0042017-01-01DAVID MILLER
0042016-01-01DAVID MILLER
0042015-01-01DAVID MILLER DAVID MILLER2016-10-10
0042014-01-01DAVID MILLER DAVID MILLER2015-07-28
0042013-01-01TRINA DIXON
0042009-01-01EARL GODDIN
0042009-01-01EARL GODDIN

Plan Statistics for EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2022 401k membership
Market value of plan assets2022-12-3111,767,808
Acturial value of plan assets2022-12-3111,767,808
Funding target for retired participants and beneficiaries receiving payment2022-12-312,985,499
Number of terminated vested participants2022-12-31132
Fundng target for terminated vested participants2022-12-315,304,732
Active participant vested funding target2022-12-311,198,428
Number of active participants2022-12-3148
Total funding liabilities for active participants2022-12-311,252,677
Total participant count2022-12-31214
Total funding target for all participants2022-12-319,542,908
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,226,617
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-312,226,617
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31470,476
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,946,294
Total employer contributions2022-12-311,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31912,895
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31278,606
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31912,895
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-0145
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01205
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2021 401k membership
Market value of plan assets2021-12-3111,327,019
Acturial value of plan assets2021-12-3111,327,019
Funding target for retired participants and beneficiaries receiving payment2021-12-313,006,949
Number of terminated vested participants2021-12-31126
Fundng target for terminated vested participants2021-12-314,558,344
Active participant vested funding target2021-12-311,142,135
Number of active participants2021-12-3188
Total funding liabilities for active participants2021-12-311,218,754
Total participant count2021-12-31247
Total funding target for all participants2021-12-318,784,047
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,085,629
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,085,629
Present value of excess contributions2021-12-31162,106
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31171,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3123,151
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-312,226,617
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31316,355
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01213
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2020 401k membership
Market value of plan assets2020-12-3111,576,044
Acturial value of plan assets2020-12-3111,576,044
Funding target for retired participants and beneficiaries receiving payment2020-12-313,177,582
Number of terminated vested participants2020-12-31132
Fundng target for terminated vested participants2020-12-315,003,707
Active participant vested funding target2020-12-311,046,006
Number of active participants2020-12-3185
Total funding liabilities for active participants2020-12-311,148,776
Total participant count2020-12-31251
Total funding target for all participants2020-12-319,330,065
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,085,684
Amount remaining of prefunding balance2020-12-312,085,684
Present value of excess contributions2020-12-31508,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31537,360
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31537,360
Reductions in prefunding balances due to elections or deemed elections2020-12-31978,746
Balance of prefunding at beginning of current year2020-12-312,085,629
Total employer contributions2020-12-31175,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31162,106
Minimum required contributions for current year target normal cost2020-12-31160,350
Contributions allocatedtoward minimum required contributions for current year2020-12-31162,106
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01249
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-0133
Number of other retired or separated participants entitled to future benefits2020-01-01126
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2019 401k membership
Market value of plan assets2019-12-319,480,808
Acturial value of plan assets2019-12-319,480,808
Funding target for retired participants and beneficiaries receiving payment2019-12-313,219,582
Number of terminated vested participants2019-12-31132
Fundng target for terminated vested participants2019-12-314,590,584
Active participant vested funding target2019-12-311,167,861
Number of active participants2019-12-3177
Total funding liabilities for active participants2019-12-311,259,000
Total participant count2019-12-31242
Total funding target for all participants2019-12-319,069,166
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,856,859
Amount remaining of prefunding balance2019-12-311,856,859
Present value of excess contributions2019-12-31304,943
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31322,782
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31322,782
Balance of prefunding at beginning of current year2019-12-312,085,684
Total employer contributions2019-12-31700,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31666,840
Minimum required contributions for current year target normal cost2019-12-31158,362
Total funding amount beforereflecting carryover/prefunding balances2019-12-31158,362
Additional cash requirement2019-12-31158,362
Contributions allocatedtoward minimum required contributions for current year2019-12-31666,840
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01242
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-01131
Total of all active and inactive participants2019-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2018 401k membership
Market value of plan assets2018-12-3110,900,579
Acturial value of plan assets2018-12-3110,900,579
Funding target for retired participants and beneficiaries receiving payment2018-12-313,156,131
Number of terminated vested participants2018-12-31136
Fundng target for terminated vested participants2018-12-314,546,279
Active participant vested funding target2018-12-311,157,189
Number of active participants2018-12-3177
Total funding liabilities for active participants2018-12-311,225,788
Total participant count2018-12-31244
Total funding target for all participants2018-12-318,928,198
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,470,618
Amount remaining of prefunding balance2018-12-311,470,618
Present value of excess contributions2018-12-31173,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31183,884
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31183,884
Balance of prefunding at beginning of current year2018-12-311,856,859
Total employer contributions2018-12-31350,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31343,091
Minimum required contributions for current year target normal cost2018-12-31153,670
Total funding amount beforereflecting carryover/prefunding balances2018-12-3138,148
Additional cash requirement2018-12-3138,148
Contributions allocatedtoward minimum required contributions for current year2018-12-31343,091
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01244
Total number of active participants reported on line 7a of the Form 55002018-01-0177
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2017 401k membership
Market value of plan assets2017-12-3110,453,929
Acturial value of plan assets2017-12-3110,453,929
Funding target for retired participants and beneficiaries receiving payment2017-12-312,715,994
Number of terminated vested participants2017-12-31136
Fundng target for terminated vested participants2017-12-314,294,242
Active participant vested funding target2017-12-311,928,558
Number of active participants2017-12-3163
Total funding liabilities for active participants2017-12-311,973,075
Total participant count2017-12-31224
Total funding target for all participants2017-12-318,983,311
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,372,030
Amount remaining of prefunding balance2017-12-311,372,030
Present value of excess contributions2017-12-31421,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31447,382
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31447,382
Reductions in prefunding balances due to elections or deemed elections2017-12-31424,942
Balance of prefunding at beginning of current year2017-12-311,470,618
Total employer contributions2017-12-31350,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31336,259
Minimum required contributions for current year target normal cost2017-12-31162,849
Total funding amount beforereflecting carryover/prefunding balances2017-12-31162,849
Additional cash requirement2017-12-31162,849
Contributions allocatedtoward minimum required contributions for current year2017-12-31336,259
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01224
Total number of active participants reported on line 7a of the Form 55002017-01-0177
Number of retired or separated participants receiving benefits2017-01-0128
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2016 401k membership
Market value of plan assets2016-12-3111,169,255
Acturial value of plan assets2016-12-3111,169,255
Funding target for retired participants and beneficiaries receiving payment2016-12-312,377,440
Number of terminated vested participants2016-12-31131
Fundng target for terminated vested participants2016-12-313,824,243
Active participant vested funding target2016-12-313,220,129
Number of active participants2016-12-3170
Total funding liabilities for active participants2016-12-313,270,885
Total participant count2016-12-31218
Total funding target for all participants2016-12-319,472,568
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31682,310
Amount remaining of prefunding balance2016-12-31682,310
Present value of excess contributions2016-12-31653,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31695,042
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31695,042
Balance of prefunding at beginning of current year2016-12-311,372,030
Total employer contributions2016-12-31437,500
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31421,224
Minimum required contributions for current year target normal cost2016-12-31205,726
Contributions allocatedtoward minimum required contributions for current year2016-12-31421,224
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-0161
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2015 401k membership
Total participants, beginning-of-year2015-01-01218
Total number of active participants reported on line 7a of the Form 55002015-01-0170
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2014 401k membership
Total participants, beginning-of-year2014-01-01205
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-0180
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2009: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2009 401k membership
Total participants, beginning-of-year2009-01-01212
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY

Measure Date Value
2022 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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$0
Total income from all sources (including contributions)2022-12-31$-1,340,246
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,025,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$904,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,000,000
Value of total assets at end of year2022-12-31$9,402,270
Value of total assets at beginning of year2022-12-31$11,767,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,250
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,232
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$9,232
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,365,537
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,402,270
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,767,807
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$700,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$981,721
Value of interest in pooled separate accounts at end of year2022-12-31$7,702,163
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,786,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-225,025
Net investment gain/loss from pooled separate accounts2022-12-31$-2,124,453
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$1,000,000
Employer contributions (assets) at end of year2022-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$904,041
Contract administrator fees2022-12-31$121,250
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YEO & YEO, P.C.
Accountancy firm EIN2022-12-31382706146
2021 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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$940,997
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$504,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$382,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$11,767,807
Value of total assets at beginning of year2021-12-31$11,330,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$121,250
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,826
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$7,826
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,958
Other income not declared elsewhere2021-12-31$-1,958
Total non interest bearing cash at beginning of year2021-12-31$3,596
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$436,884
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,767,807
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,330,923
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$981,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,150,369
Value of interest in pooled separate accounts at end of year2021-12-31$10,786,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-36,772
Net investment gain/loss from pooled separate accounts2021-12-31$971,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Employer contributions (assets) at beginning of year2021-12-31$175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$382,863
Contract administrator fees2021-12-31$121,250
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 name2021-12-31YEO & YEO
Accountancy firm EIN2021-12-31382706146
2020 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,035,665
Total loss/gain on sale of assets2020-12-31$694,674
Total of all expenses incurred2020-12-31$1,289,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,229,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$175,000
Value of total assets at end of year2020-12-31$11,330,923
Value of total assets at beginning of year2020-12-31$11,584,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,548
Total interest from all sources2020-12-31$93,293
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$86,459
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$279
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$33,041
Other income not declared elsewhere2020-12-31$-22,874
Administrative expenses (other) incurred2020-12-31$1,686
Total non interest bearing cash at end of year2020-12-31$3,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-254,064
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,330,923
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,584,987
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
Investment advisory and management fees2020-12-31$58,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,150,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$584,152
Interest earned on other investments2020-12-31$507
Income. Interest from US Government securities2020-12-31$44,186
Income. Interest from corporate debt instruments2020-12-31$48,600
Asset value of US Government securities at beginning of year2020-12-31$2,011,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$175,000
Employer contributions (assets) at end of year2020-12-31$175,000
Employer contributions (assets) at beginning of year2020-12-31$350,000
Income. Dividends from common stock2020-12-31$86,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,229,181
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,233,673
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,372,857
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
Aggregate proceeds on sale of assets2020-12-31$15,809,768
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,115,094
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31YEO AND YEO P.C.
Accountancy firm EIN2020-12-31382706146
2019 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,548,880
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,548,880
Total unrealized appreciation/depreciation of assets2019-12-31$1,548,880
Total unrealized appreciation/depreciation of assets2019-12-31$1,548,880
Total income from all sources (including contributions)2019-12-31$2,787,968
Total income from all sources (including contributions)2019-12-31$2,787,968
Total loss/gain on sale of assets2019-12-31$217,257
Total loss/gain on sale of assets2019-12-31$217,257
Total of all expenses incurred2019-12-31$683,789
Total of all expenses incurred2019-12-31$683,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$605,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$605,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,000
Value of total assets at end of year2019-12-31$11,584,987
Value of total assets at end of year2019-12-31$11,584,987
Value of total assets at beginning of year2019-12-31$9,480,808
Value of total assets at beginning of year2019-12-31$9,480,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,360
Total interest from all sources2019-12-31$119,870
Total interest from all sources2019-12-31$119,870
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$123,822
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$123,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,264
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,264
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$33,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$33,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$47,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$47,378
Administrative expenses (other) incurred2019-12-31$10,014
Administrative expenses (other) incurred2019-12-31$10,014
Total non interest bearing cash at beginning of year2019-12-31$5,322
Total non interest bearing cash at beginning of year2019-12-31$5,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,104,179
Value of net income/loss2019-12-31$2,104,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,584,987
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,584,987
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,480,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,480,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$68,346
Investment advisory and management fees2019-12-31$68,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$584,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$584,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$524,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$524,270
Interest earned on other investments2019-12-31$367
Interest earned on other investments2019-12-31$367
Income. Interest from US Government securities2019-12-31$51,288
Income. Interest from US Government securities2019-12-31$51,288
Income. Interest from corporate debt instruments2019-12-31$68,215
Income. Interest from corporate debt instruments2019-12-31$68,215
Asset value of US Government securities at end of year2019-12-31$2,011,264
Asset value of US Government securities at end of year2019-12-31$2,011,264
Asset value of US Government securities at beginning of year2019-12-31$1,136,657
Asset value of US Government securities at beginning of year2019-12-31$1,136,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$700,000
Contributions received in cash from employer2019-12-31$700,000
Employer contributions (assets) at end of year2019-12-31$350,000
Employer contributions (assets) at end of year2019-12-31$350,000
Income. Dividends from common stock2019-12-31$118,558
Income. Dividends from common stock2019-12-31$118,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$605,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$605,429
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,233,673
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,233,673
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,906,323
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,906,323
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,372,857
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,372,857
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,860,858
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,860,858
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,775,629
Aggregate proceeds on sale of assets2019-12-31$4,775,629
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,558,372
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,558,372
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YEO AND YEO P.C.
Accountancy firm name2019-12-31YEO AND YEO P.C.
Accountancy firm EIN2019-12-31382706146
Accountancy firm EIN2019-12-31382706146
2018 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-607,958
Total unrealized appreciation/depreciation of assets2018-12-31$-607,958
Total income from all sources (including contributions)2018-12-31$-99,564
Total loss/gain on sale of assets2018-12-31$-17,290
Total of all expenses incurred2018-12-31$1,320,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,239,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$350,000
Value of total assets at end of year2018-12-31$9,480,808
Value of total assets at beginning of year2018-12-31$10,900,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,838
Total interest from all sources2018-12-31$124,317
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$134,841
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$3,006
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$47,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$41,218
Administrative expenses (other) incurred2018-12-31$80,838
Total non interest bearing cash at end of year2018-12-31$5,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,419,771
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,480,808
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,900,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$524,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$278,813
Interest earned on other investments2018-12-31$349
Income. Interest from US Government securities2018-12-31$33,362
Income. Interest from corporate debt instruments2018-12-31$90,606
Asset value of US Government securities at end of year2018-12-31$1,136,657
Asset value of US Government securities at beginning of year2018-12-31$1,381,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-83,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$350,000
Income. Dividends from common stock2018-12-31$131,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,239,369
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,906,323
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,172,529
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,860,858
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,026,664
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
Aggregate proceeds on sale of assets2018-12-31$4,115,231
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,132,521
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 name2018-12-31YEO AND YEO P.C.
Accountancy firm EIN2018-12-31382706146
2017 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,058,144
Total unrealized appreciation/depreciation of assets2017-12-31$1,058,144
Total income from all sources (including contributions)2017-12-31$1,788,503
Total loss/gain on sale of assets2017-12-31$121,018
Total of all expenses incurred2017-12-31$1,341,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,271,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$350,000
Value of total assets at end of year2017-12-31$10,900,579
Value of total assets at beginning of year2017-12-31$10,454,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,722
Total interest from all sources2017-12-31$142,878
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$114,793
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$772
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$41,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$35,904
Administrative expenses (other) incurred2017-12-31$70,722
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$446,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,900,579
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,454,015
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$278,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$336,548
Income. Interest from US Government securities2017-12-31$46,219
Income. Interest from corporate debt instruments2017-12-31$96,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$198
Asset value of US Government securities at end of year2017-12-31$1,381,355
Asset value of US Government securities at beginning of year2017-12-31$1,936,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,670
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$350,000
Employer contributions (assets) at beginning of year2017-12-31$87,500
Income. Dividends from common stock2017-12-31$114,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,271,217
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,172,529
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,984,635
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,026,664
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,072,969
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
Aggregate proceeds on sale of assets2017-12-31$9,276,771
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,155,753
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 name2017-12-31YEO AND YEO P.C.
Accountancy firm EIN2017-12-31382706146
2016 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$81,536
Total unrealized appreciation/depreciation of assets2016-12-31$81,536
Total income from all sources (including contributions)2016-12-31$1,014,854
Total of all expenses incurred2016-12-31$1,742,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,741,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$437,500
Value of total assets at end of year2016-12-31$10,454,015
Value of total assets at beginning of year2016-12-31$11,181,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$478
Total interest from all sources2016-12-31$7,299
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$164,966
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$155,977
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$35,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$75,198
Administrative expenses (other) incurred2016-12-31$478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-727,551
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,454,015
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,181,566
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$336,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,756,368
Income. Interest from US Government securities2016-12-31$5,021
Income. Interest from corporate debt instruments2016-12-31$2,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$20
Asset value of US Government securities at end of year2016-12-31$1,936,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$323,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$437,500
Employer contributions (assets) at end of year2016-12-31$87,500
Employer contributions (assets) at beginning of year2016-12-31$350,000
Income. Dividends from common stock2016-12-31$8,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,741,927
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,984,635
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,072,969
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
2015 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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$616,299
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$368,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$700,000
Value of total assets at end of year2015-12-31$11,181,566
Value of total assets at beginning of year2015-12-31$10,934,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$327
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$473,653
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$473,653
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$75,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$81,905
Administrative expenses (other) incurred2015-12-31$327
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$247,375
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,181,566
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,934,191
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$10,756,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,764,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-557,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$700,000
Employer contributions (assets) at end of year2015-12-31$350,000
Employer contributions (assets) at beginning of year2015-12-31$87,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$368,597
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,094,563
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$597,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$597,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$350,034
Value of total assets at end of year2014-12-31$10,934,191
Value of total assets at beginning of year2014-12-31$10,437,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$374
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$736,445
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$736,445
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$81,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,608
Administrative expenses (other) incurred2014-12-31$374
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$496,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,934,191
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,437,539
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$10,764,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,424,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$350,034
Employer contributions (assets) at end of year2014-12-31$87,500
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$597,537
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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$1,988,990
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$259,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$259,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$465,000
Value of total assets at end of year2013-12-31$10,437,539
Value of total assets at beginning of year2013-12-31$8,707,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$360
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$531,069
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$531,069
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,224
Administrative expenses (other) incurred2013-12-31$360
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$1,729,572
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,437,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,707,967
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$10,424,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,697,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$992,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$465,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$259,058
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2010 : EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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$1,371,353
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$558,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$556,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$500,000
Value of total assets at end of year2010-12-31$7,653,236
Value of total assets at beginning of year2010-12-31$6,840,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,379
Total interest from all sources2010-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$173,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$173,465
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,297
Administrative expenses (other) incurred2010-12-31$1,379
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$812,976
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,653,236
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,840,260
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$7,642,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,680,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$139,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$139,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$697,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$556,998
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 name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY

2022: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
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: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 planYes
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: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number630774
Policy instance 1
Insurance contract or identification number630774
Number of Individuals Covered205
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number630774
Policy instance 1
Insurance contract or identification number630774
Number of Individuals Covered213
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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