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PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 401k Plan overview

Plan NamePRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN
Plan identification number 002

PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PRESBYTERIAN MANORS OF MID-AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN MANORS OF MID-AMERICA, INC.
Employer identification number (EIN):480877587
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MELANIE OWENS
0022016-01-01MELANIE OWENS MELANIE OWENS2017-10-09
0022015-01-01JOSEPH GIRARDI JOSEPH GIRARDI2016-10-17
0022014-01-01BRUCE SHOGREN
0022013-01-01BEVERLY WOODSMALL
0022012-01-01BEVERLY WOODSMALL BEVERLY WOODSMALL2013-10-14
0022011-01-01ETHEL SMITH ETHEL SMITH2012-10-14
0022010-01-01ETHEL SMITH ETHEL SMITH2012-08-31
0022009-01-01ETHEL SMITH ETHEL SMITH2012-08-31
0022008-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022007-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022006-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022005-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022004-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022003-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022002-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022001-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0022000-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021999-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021998-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021997-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021996-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021995-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021994-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021993-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021992-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021991-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021990-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021989-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021988-01-01ETHEL SMITH ETHEL SMITH2012-08-13
0021987-01-01ETHEL SMITH ETHEL SMITH2012-08-13

Plan Statistics for PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN

401k plan membership statisitcs for PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN

Measure Date Value
2022: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01160
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01149
Number of participants with account balances2022-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01186
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01173
Number of participants with account balances2021-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01207
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01208
Number of participants with account balances2019-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01470
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01195
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,601
Total number of active participants reported on line 7a of the Form 55002017-01-011,311
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01254
Total of all active and inactive participants2017-01-011,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,572
Number of participants with account balances2017-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01548
2016: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,921
Total number of active participants reported on line 7a of the Form 55002016-01-011,506
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,687
Number of participants with account balances2016-01-011,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,176
Total number of active participants reported on line 7a of the Form 55002015-01-012,203
Number of retired or separated participants receiving benefits2015-01-01129
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,332
Number of participants with account balances2015-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01301
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01259
Number of participants with account balances2014-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01276
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01121
Total of all active and inactive participants2013-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01400
Number of participants with account balances2013-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01262
Total number of active participants reported on line 7a of the Form 55002012-01-01311
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01312
Number of participants with account balances2012-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01264
Total number of active participants reported on line 7a of the Form 55002011-01-01262
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01263
Number of participants with account balances2011-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01263
Total number of active participants reported on line 7a of the Form 55002010-01-01264
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01264
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01271
Total number of active participants reported on line 7a of the Form 55002009-01-01263
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01263
Number of participants with account balances2009-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN

Measure Date Value
2022 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-642,765
Total of all expenses incurred2022-12-31$444,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$441,426
Value of total assets at end of year2022-12-31$4,007,664
Value of total assets at beginning of year2022-12-31$5,094,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,963
Total interest from all sources2022-12-31$37,904
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$39,007
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$39,007
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$7,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,087,154
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,007,664
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,094,818
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$1,146,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,374,932
Value of interest in pooled separate accounts at end of year2022-12-31$1,537,680
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,330,159
Interest on participant loans2022-12-31$111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$37,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,323,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,382,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-239,011
Net investment gain/loss from pooled separate accounts2022-12-31$-480,665
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$441,426
Contract administrator fees2022-12-31$2,963
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$473,347
Total of all expenses incurred2021-12-31$219,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$216,089
Value of total assets at end of year2021-12-31$5,094,818
Value of total assets at beginning of year2021-12-31$4,841,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,701
Total interest from all sources2021-12-31$39,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$67,955
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$67,955
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$7,100
Participant contributions at beginning of year2021-12-31$11,293
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$253,557
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,094,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,841,261
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$1,374,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,253,840
Value of interest in pooled separate accounts at end of year2021-12-31$2,330,159
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,159,345
Interest on participant loans2021-12-31$687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,382,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,416,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$61,973
Net investment gain/loss from pooled separate accounts2021-12-31$304,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$216,089
Contract administrator fees2021-12-31$3,701
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$533,550
Total of all expenses incurred2020-12-31$655,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$650,182
Value of total assets at end of year2020-12-31$4,841,261
Value of total assets at beginning of year2020-12-31$4,962,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,865
Total interest from all sources2020-12-31$44,240
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$39,936
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$39,936
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Participant contributions at end of year2020-12-31$11,293
Participant contributions at beginning of year2020-12-31$34,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-121,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,841,261
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,962,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,253,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,018,374
Value of interest in pooled separate accounts at end of year2020-12-31$2,159,345
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,258,642
Interest on participant loans2020-12-31$1,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,416,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,651,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$208,232
Net investment gain/loss from pooled separate accounts2020-12-31$241,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$650,182
Contract administrator fees2020-12-31$4,865
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$623,837
Total of all expenses incurred2019-12-31$683,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$678,870
Value of total assets at end of year2019-12-31$4,962,758
Value of total assets at beginning of year2019-12-31$5,022,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,564
Total interest from all sources2019-12-31$58,343
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,345
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$35,345
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Participant contributions at end of year2019-12-31$34,011
Participant contributions at beginning of year2019-12-31$28,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-59,597
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,962,758
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,022,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,018,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$890,796
Value of interest in pooled separate accounts at end of year2019-12-31$2,258,642
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,212,890
Interest on participant loans2019-12-31$1,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$56,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,651,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,890,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$108,550
Net investment gain/loss from pooled separate accounts2019-12-31$421,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$678,870
Contract administrator fees2019-12-31$4,564
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-175,950
Total of all expenses incurred2018-12-31$1,686,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,679,750
Value of total assets at end of year2018-12-31$5,022,355
Value of total assets at beginning of year2018-12-31$6,884,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,837
Total interest from all sources2018-12-31$57,346
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,970
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$52,970
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Participant contributions at end of year2018-12-31$28,526
Participant contributions at beginning of year2018-12-31$66,649
Participant contributions at beginning of year2018-12-31$5,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,862,537
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,022,355
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,884,892
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$890,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,448,338
Value of interest in pooled separate accounts at end of year2018-12-31$2,212,890
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,159,890
Interest on participant loans2018-12-31$2,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$55,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,890,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,204,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-81,621
Net investment gain/loss from pooled separate accounts2018-12-31$-204,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,679,750
Contract administrator fees2018-12-31$6,837
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
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,237,306
Total of all expenses incurred2017-12-31$1,577,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,567,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$549,207
Value of total assets at end of year2017-12-31$6,884,892
Value of total assets at beginning of year2017-12-31$7,224,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,505
Total interest from all sources2017-12-31$74,872
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,637
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$44,637
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$380,134
Participant contributions at end of year2017-12-31$66,649
Participant contributions at beginning of year2017-12-31$114,641
Participant contributions at end of year2017-12-31$5,500
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$169,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-340,104
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,884,892
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,224,996
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$1,448,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,436,774
Value of interest in pooled separate accounts at end of year2017-12-31$3,159,890
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,823,725
Interest on participant loans2017-12-31$5,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$69,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,204,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,849,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$159,136
Net investment gain/loss from pooled separate accounts2017-12-31$409,454
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,567,905
Contract administrator fees2017-12-31$9,505
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$757,635
Total of all expenses incurred2016-12-31$654,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$644,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$410,542
Value of total assets at end of year2016-12-31$7,224,996
Value of total assets at beginning of year2016-12-31$7,121,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,982
Total interest from all sources2016-12-31$80,007
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$39,033
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$39,033
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$399,453
Participant contributions at end of year2016-12-31$114,641
Participant contributions at beginning of year2016-12-31$118,265
Participant contributions at beginning of year2016-12-31$23,435
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,089
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$103,319
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,224,996
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,121,677
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$1,436,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,541,148
Value of interest in pooled separate accounts at end of year2016-12-31$2,823,725
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,909,404
Interest on participant loans2016-12-31$5,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$74,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,849,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,529,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,160
Net investment gain/loss from pooled separate accounts2016-12-31$193,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$644,334
Contract administrator fees2016-12-31$9,982
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$685,171
Total of all expenses incurred2015-12-31$227,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$218,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$688,719
Value of total assets at end of year2015-12-31$7,121,677
Value of total assets at beginning of year2015-12-31$6,663,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,436
Total interest from all sources2015-12-31$69,966
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,785
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$53,785
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$577,985
Participant contributions at end of year2015-12-31$118,265
Participant contributions at beginning of year2015-12-31$85,863
Participant contributions at end of year2015-12-31$23,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$110,734
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$457,985
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,121,677
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,663,692
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$1,541,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,404,205
Value of interest in pooled separate accounts at end of year2015-12-31$2,909,404
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,936,222
Income. Interest from loans (other than to participants)2015-12-31$2,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$67,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,529,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,237,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,389
Net investment gain/loss from pooled separate accounts2015-12-31$-79,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$218,750
Contract administrator fees2015-12-31$8,436
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$887,338
Total of all expenses incurred2014-12-31$331,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$320,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$633,517
Value of total assets at end of year2014-12-31$6,663,692
Value of total assets at beginning of year2014-12-31$6,107,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,093
Total interest from all sources2014-12-31$64,689
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$53,550
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$53,550
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$610,320
Participant contributions at end of year2014-12-31$85,863
Participant contributions at beginning of year2014-12-31$83,965
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,197
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$555,948
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,663,692
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,107,744
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$1,404,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,267,983
Value of interest in pooled separate accounts at end of year2014-12-31$2,936,222
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,699,196
Income. Interest from loans (other than to participants)2014-12-31$3,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$61,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,237,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,056,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,936
Net investment gain/loss from pooled separate accounts2014-12-31$120,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$320,297
Contract administrator fees2014-12-31$11,093
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 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$1,353,821
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$730,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$721,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$656,053
Value of total assets at end of year2013-12-31$6,107,744
Value of total assets at beginning of year2013-12-31$5,484,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,089
Total interest from all sources2013-12-31$56,411
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,007
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$36,007
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$476,864
Participant contributions at end of year2013-12-31$83,965
Participant contributions at beginning of year2013-12-31$39,327
Participant contributions at beginning of year2013-12-31$17,737
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$179,189
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$622,976
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,107,744
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,484,768
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$1,267,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,073,890
Value of interest in pooled separate accounts at end of year2013-12-31$2,699,196
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,746,419
Income. Interest from loans (other than to participants)2013-12-31$1,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$54,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,056,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,607,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$113,017
Net investment gain/loss from pooled separate accounts2013-12-31$492,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$721,756
Contract administrator fees2013-12-31$9,089
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$973,264
Total of all expenses incurred2012-12-31$241,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$232,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$532,090
Value of total assets at end of year2012-12-31$5,484,768
Value of total assets at beginning of year2012-12-31$4,753,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,458
Total interest from all sources2012-12-31$67,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$479,106
Participant contributions at end of year2012-12-31$39,327
Participant contributions at beginning of year2012-12-31$44,854
Participant contributions at end of year2012-12-31$17,737
Participant contributions at beginning of year2012-12-31$17,671
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$731,328
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,484,768
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,753,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,073,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$860,597
Value of interest in pooled separate accounts at end of year2012-12-31$2,746,419
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,328,571
Income. Interest from loans (other than to participants)2012-12-31$2,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$65,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,607,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,501,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$68,843
Net investment gain/loss from pooled separate accounts2012-12-31$304,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$232,478
Contract administrator fees2012-12-31$9,458
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$341,410
Total of all expenses incurred2011-12-31$701,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$694,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$487,986
Value of total assets at end of year2011-12-31$4,753,440
Value of total assets at beginning of year2011-12-31$5,113,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,434
Total interest from all sources2011-12-31$81,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$444,163
Participant contributions at end of year2011-12-31$44,854
Participant contributions at beginning of year2011-12-31$56,967
Participant contributions at end of year2011-12-31$17,671
Participant contributions at beginning of year2011-12-31$17,360
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-360,097
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,753,440
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,113,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$860,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$992,166
Value of interest in pooled separate accounts at end of year2011-12-31$2,328,571
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,318,732
Income. Interest from loans (other than to participants)2011-12-31$3,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,501,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,728,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,999
Net investment gain/loss from pooled separate accounts2011-12-31$-196,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$694,073
Contract administrator fees2011-12-31$7,434
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 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$886,554
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$178,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$170,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$469,879
Value of total assets at end of year2010-12-31$5,113,537
Value of total assets at beginning of year2010-12-31$4,405,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,983
Total interest from all sources2010-12-31$69,096
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$421,939
Participant contributions at end of year2010-12-31$56,967
Participant contributions at beginning of year2010-12-31$44,659
Participant contributions at end of year2010-12-31$17,360
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,940
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$708,407
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,113,537
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,405,130
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$992,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$807,612
Value of interest in pooled separate accounts at end of year2010-12-31$2,318,732
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,912,303
Income. Interest from loans (other than to participants)2010-12-31$2,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$66,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,728,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,640,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$99,224
Net investment gain/loss from pooled separate accounts2010-12-31$248,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$170,164
Contract administrator fees2010-12-31$7,983
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN

2022: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2001: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2000: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
1999: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1998: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1997: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Submission has been amendedNo
1997-01-01This submission is the final filingNo
1997-01-01This return/report is a short plan year return/report (less than 12 months)No
1997-01-01Plan is a collectively bargained planNo
1996: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1995: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Submission has been amendedNo
1995-01-01This submission is the final filingNo
1995-01-01This return/report is a short plan year return/report (less than 12 months)No
1995-01-01Plan is a collectively bargained planNo
1994: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1994 form 5500 responses
1994-01-01Type of plan entitySingle employer plan
1994-01-01Submission has been amendedNo
1994-01-01This submission is the final filingNo
1994-01-01This return/report is a short plan year return/report (less than 12 months)No
1994-01-01Plan is a collectively bargained planNo
1993: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1993 form 5500 responses
1993-01-01Type of plan entitySingle employer plan
1993-01-01Submission has been amendedNo
1993-01-01This submission is the final filingNo
1993-01-01This return/report is a short plan year return/report (less than 12 months)No
1993-01-01Plan is a collectively bargained planNo
1992: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1992 form 5500 responses
1992-01-01Type of plan entitySingle employer plan
1992-01-01Submission has been amendedNo
1992-01-01This submission is the final filingNo
1992-01-01This return/report is a short plan year return/report (less than 12 months)No
1992-01-01Plan is a collectively bargained planNo
1991: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1991 form 5500 responses
1991-01-01Type of plan entitySingle employer plan
1991-01-01Submission has been amendedNo
1991-01-01This submission is the final filingNo
1991-01-01This return/report is a short plan year return/report (less than 12 months)No
1991-01-01Plan is a collectively bargained planNo
1990: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1990 form 5500 responses
1990-01-01Type of plan entitySingle employer plan
1990-01-01Submission has been amendedNo
1990-01-01This submission is the final filingNo
1990-01-01This return/report is a short plan year return/report (less than 12 months)No
1990-01-01Plan is a collectively bargained planNo
1989: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1989 form 5500 responses
1989-01-01Type of plan entitySingle employer plan
1989-01-01Submission has been amendedNo
1989-01-01This submission is the final filingNo
1989-01-01This return/report is a short plan year return/report (less than 12 months)No
1989-01-01Plan is a collectively bargained planNo
1988: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1988 form 5500 responses
1988-01-01Type of plan entitySingle employer plan
1988-01-01Submission has been amendedNo
1988-01-01This submission is the final filingNo
1988-01-01This return/report is a short plan year return/report (less than 12 months)No
1988-01-01Plan is a collectively bargained planNo
1987: PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN 1987 form 5500 responses
1987-01-01Type of plan entitySingle employer plan
1987-01-01First time form 5500 has been submittedYes
1987-01-01Submission has been amendedNo
1987-01-01This submission is the final filingNo
1987-01-01This return/report is a short plan year return/report (less than 12 months)No
1987-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered148
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered160
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered192
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $-845
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $-364
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,430
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,592
Insurance broker organization code?3
Insurance broker nameT SPRICK, CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered241
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,104
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,104
Insurance broker organization code?3
Insurance broker nameJ BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered235
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,295
Insurance broker organization code?3
Insurance broker nameD SUMMERS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered250
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,339
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,325
Insurance broker organization code?3
Insurance broker nameD. SUMMERS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542
Policy instance 1
Insurance contract or identification number070542
Number of Individuals Covered265
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,141
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,870
Insurance broker organization code?3
Insurance broker nameJ GRAHAM
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542 001
Policy instance 1
Insurance contract or identification number070542 001
Number of Individuals Covered235
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,213
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number070542 001
Policy instance 1
Insurance contract or identification number070542 001
Number of Individuals Covered264
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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