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403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF
Plan identification number 003

403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ST. JOSEPH INSTITUTE FOR THE DEAF has sponsored the creation of one or more 401k plans.

Company Name:ST. JOSEPH INSTITUTE FOR THE DEAF
Employer identification number (EIN):450653494
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01KAREN KENNELLY2017-10-12
0032015-01-01KAREN KENNELLY KAREN KENNELLY2016-10-13

Plan Statistics for 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

Measure Date Value
2015: 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2015 401k membership
Total participants, beginning-of-year2015-01-0184
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0178
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114

Financial Data on 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

Measure Date Value
2015 : 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2015 401k financial data
Total income from all sources2015-12-31$90,862
Expenses. Total of all expenses incurred2015-12-31$382,670
Benefits paid (including direct rollovers)2015-12-31$380,283
Total plan assets at end of year2015-12-31$1,595,261
Total plan assets at beginning of year2015-12-31$1,887,069
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$53,282
Expenses. Other expenses not covered elsewhere2015-12-31$1,885
Contributions received from other sources (not participants or employers)2015-12-31$718
Other income received2015-12-31$-17,550
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-291,808
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,595,261
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,887,069
Assets. Value of participant loans2015-12-31$25,117
Total contributions received or receivable from employer(s)2015-12-31$54,412
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$502

Form 5500 Responses for 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

2015: 403(B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan 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 number052180-B
Policy instance 1
Insurance contract or identification number052180-B
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $115
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees115
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE

Potentially related plans

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