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EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

INTERNATIONAL INSTITUTE OF METROPOL ITAN ST. LOUIS has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL INSTITUTE OF METROPOL ITAN ST. LOUIS
Employer identification number (EIN):430652640
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARISA ECHEVARRIA2023-10-11
0012021-01-01MARISA ECHEVARRIA2022-10-13
0012020-01-01MARISA ECHEVARRIA2021-07-09
0012019-01-01MARISA ECHEVARRIA2020-04-20
0012018-01-01MARISA ECHEVARRIA2019-07-22
0012018-01-01MARISA ECHEVARRIA2019-08-02
0012018-01-01MARISA ECHEVARRIA2019-07-22
0012017-01-01MARISA ECHEVARRIA2018-06-20
0012016-01-01MARISA ECHEVARRIA2017-07-25
0012015-01-01MARISA ECHEVARRIA2016-07-28 MARISA ECHEVARRIA2016-07-28
0012014-01-01MARISA ECHEVARRIA2015-07-09 MARISA ECHEVARRIA2015-07-09
0012013-01-01MARISA ECHEVARRIA2014-07-21 MARISA ECHEVARRIA2014-07-21
0012012-01-01KATHLEEN DELPHA KATHLEEN DELPHA2013-07-28
0012011-01-01KATHLEEN DELPHA2012-07-24 ANNA CROSSLIN2012-07-24
0012010-01-01KATHLEEN DELPHA
0012009-01-01KATHLEEN DELPHA ANNA CROSSLIN2010-08-02
0012009-01-01KATHLEEN DELPHA ANNA CROSSLIN2010-08-02
0012009-01-01 ANNA CROSSLIN2010-07-31
0012009-01-01KATHLEEN DELPHA ANNA CROSSLIN2010-08-02
0012009-01-01 ANNA CROSSLIN2010-07-31
0012009-01-01KATHLEEN DELPHA ANNA CROSSLIN2010-08-02

Plan Statistics for EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2012 401k membership
Total participants, beginning-of-year2012-01-0183
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0180
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2010: EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2009 401k membership
Total participants, beginning-of-year2009-01-0178
Total number of active participants reported on line 7a of the Form 55002009-01-0155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0183
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

Measure Date Value
2012 : EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2012 401k financial data
Total income from all sources2012-12-31$214,301
Expenses. Total of all expenses incurred2012-12-31$71,739
Benefits paid (including direct rollovers)2012-12-31$70,366
Total plan assets at end of year2012-12-31$1,741,173
Total plan assets at beginning of year2012-12-31$1,598,611
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$1,373
Contributions received from other sources (not participants or employers)2012-12-31$6,396
Other income received2012-12-31$98,398
Net income (gross income less expenses)2012-12-31$142,562
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,741,173
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,598,611
Total contributions received or receivable from employer(s)2012-12-31$109,507
2010 : EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$229,682
Expenses. Total of all expenses incurred2010-12-31$108,378
Benefits paid (including direct rollovers)2010-12-31$108,378
Total plan assets at end of year2010-12-31$1,512,716
Total plan assets at beginning of year2010-12-31$1,391,411
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$4,541
Other income received2010-12-31$115,811
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$121,304
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,512,716
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,391,411
Total contributions received or receivable from employer(s)2010-12-31$109,330

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

2012: EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 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 benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number052190-E
Policy instance 1
Insurance contract or identification number052190-E
Number of Individuals Covered80
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 $74
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerPORTION INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameRYAN GILL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052190-E
Policy instance 1
Insurance contract or identification number052190-E
Number of Individuals Covered18
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 $47
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees13
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameRYAN GILL

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