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403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH
Plan identification number 003

403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF CHILD CARE OF THE UNITED M ETHODIST CHURCH, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF CHILD CARE OF THE UNITED M ETHODIST CHURCH, INCORPORATED
Employer identification number (EIN):520591554
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-07-01
0032017-07-01
0032017-07-01
0032016-07-01ROBERT BAIRD
0032015-07-01ROBERT BAIRD
0032014-07-01ROBERT BAIRD
0032013-07-01ROBERT BAIRD
0032012-07-01THOMAS L. CURCIO THOMAS L. CURCIO2014-04-10
0032011-07-01THOMAS CURCIO
0032009-07-01THOMAS L. CURCIO THOMAS L. CURCIO2011-04-15

Plan Statistics for 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH

Measure Date Value
2018: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2018 401k membership
Total participants, beginning-of-year2018-07-01712
Total number of active participants reported on line 7a of the Form 55002018-07-01677
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01245
Total of all active and inactive participants2018-07-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01924
Number of participants with account balances2018-07-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0192
2017: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2017 401k membership
Total participants, beginning-of-year2017-07-01641
Total number of active participants reported on line 7a of the Form 55002017-07-01512
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01198
Total of all active and inactive participants2017-07-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01712
Number of participants with account balances2017-07-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01105
2016: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2016 401k membership
Total participants, beginning-of-year2016-07-01514
Total number of active participants reported on line 7a of the Form 55002016-07-01472
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01167
Total of all active and inactive participants2016-07-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01641
Number of participants with account balances2016-07-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0178
2015: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2015 401k membership
Total participants, beginning-of-year2015-07-01353
Total number of active participants reported on line 7a of the Form 55002015-07-01386
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01127
Total of all active and inactive participants2015-07-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01514
Number of participants with account balances2015-07-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01102
2014: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2014 401k membership
Total participants, beginning-of-year2014-07-01237
Total number of active participants reported on line 7a of the Form 55002014-07-01240
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01112
Total of all active and inactive participants2014-07-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01353
Number of participants with account balances2014-07-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0127
2013: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2013 401k membership
Total participants, beginning-of-year2013-07-01189
Total number of active participants reported on line 7a of the Form 55002013-07-01150
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0186
Total of all active and inactive participants2013-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01237
Number of participants with account balances2013-07-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2012 401k membership
Total participants, beginning-of-year2012-07-010
Total number of active participants reported on line 7a of the Form 55002012-07-01123
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0166
Total of all active and inactive participants2012-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01189
Number of participants with account balances2012-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2011 401k membership
Total participants, beginning-of-year2011-07-01113
Total number of active participants reported on line 7a of the Form 55002011-07-0150
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0167
Total of all active and inactive participants2011-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01118
2009: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2009 401k membership
Total participants, beginning-of-year2009-07-01114
Total number of active participants reported on line 7a of the Form 55002009-07-0151
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0158
Total of all active and inactive participants2009-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01109
Number of participants with account balances2009-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH

Measure Date Value
2019 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,665,303
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$675,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$669,248
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,226,874
Value of total assets at end of year2019-06-30$10,319,328
Value of total assets at beginning of year2019-06-30$9,329,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,990
Total interest from all sources2019-06-30$58,519
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$815,445
Participant contributions at end of year2019-06-30$85,504
Participant contributions at beginning of year2019-06-30$78,952
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$126,515
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$5,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$990,065
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,319,328
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,329,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,992,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,047,408
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$58,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,241,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,202,903
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$379,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$284,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$669,248
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,607,123
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,706,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,701,961
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,992,576
Value of total assets at end of year2018-06-30$9,329,263
Value of total assets at beginning of year2018-06-30$8,428,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,779
Total interest from all sources2018-06-30$54,615
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$754,121
Participant contributions at end of year2018-06-30$78,952
Participant contributions at beginning of year2018-06-30$126,656
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$982,182
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$4,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$900,383
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,329,263
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,428,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,047,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,557,048
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$54,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,202,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,745,176
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$559,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$256,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,701,961
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,787,436
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$855,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$852,341
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$929,629
Value of total assets at end of year2017-06-30$8,428,880
Value of total assets at beginning of year2017-06-30$7,497,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,603
Total interest from all sources2017-06-30$50,269
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$656,209
Participant contributions at end of year2017-06-30$126,656
Participant contributions at beginning of year2017-06-30$153,978
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$46,885
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$3,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$931,492
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,428,880
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,497,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,557,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,462,676
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$50,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,745,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,880,734
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$807,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$226,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$852,341
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$847,341
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,010,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,008,184
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$849,678
Value of total assets at end of year2016-06-30$7,497,388
Value of total assets at beginning of year2016-06-30$7,660,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,341
Total interest from all sources2016-06-30$64,408
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$599,549
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$144,771
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-163,184
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,497,388
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,660,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,462,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,590,665
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$64,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,034,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,069,907
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-66,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$105,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,008,184
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$930,247
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$594,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$594,237
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$628,020
Value of total assets at end of year2015-06-30$7,660,572
Value of total assets at beginning of year2015-06-30$7,324,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$45,981
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$371,236
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$133,607
Other income not declared elsewhere2015-06-30$5,649
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$336,010
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,660,572
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,324,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,590,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,790,452
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$45,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,069,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,534,110
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$250,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$123,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$594,237
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,420,637
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,069,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,069,216
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$489,887
Value of total assets at end of year2014-06-30$7,324,561
Value of total assets at beginning of year2014-06-30$7,973,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$135
Total interest from all sources2014-06-30$47,660
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$311,657
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$66,240
Other income not declared elsewhere2014-06-30$562
Administrative expenses (other) incurred2014-06-30$135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-648,714
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,324,561
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,973,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$5,790,451
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,488,838
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$47,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$771,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$771,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,534,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,713,228
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$882,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$111,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,069,216
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$6,656,031
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$396,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$396,252
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,498,065
Value of total assets at end of year2013-06-30$7,973,275
Value of total assets at beginning of year2013-06-30$1,713,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$18
Total interest from all sources2013-06-30$11,679
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$282,908
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$6,215,157
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$6,259,761
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,973,275
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,713,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$4,488,838
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,479,831
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$11,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$771,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$14,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$14,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,713,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$219,024
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$146,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$396,252
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$173,397
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$43,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$43,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$180,865
Value of total assets at end of year2012-06-30$1,713,514
Value of total assets at beginning of year2012-06-30$1,583,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7
Total interest from all sources2012-06-30$5,762
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$172,511
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$7,015
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$8,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$130,201
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,713,514
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,583,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$1,479,831
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,367,904
Interest earned on other investments2012-06-30$5,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$14,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$13,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$13,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$-193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$219,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$195,393
Net investment gain/loss from pooled separate accounts2012-06-30$-13,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$43,189
Contract administrator fees2012-06-30$7
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$503,021
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$34,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$34,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$231,102
Value of total assets at end of year2011-06-30$1,583,313
Value of total assets at beginning of year2011-06-30$1,114,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$5,279
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$170,101
Participant contributions at end of year2011-06-30$15,601
Participant contributions at beginning of year2011-06-30$20,974
Participant contributions at end of year2011-06-30$7,015
Participant contributions at beginning of year2011-06-30$12,908
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$61,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$468,496
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,583,313
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,114,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,367,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$892,214
Interest earned on other investments2011-06-30$5,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$13,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$14,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$14,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$179,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$174,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$266,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$34,525
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH

2018: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF BOARD OF CHILD CARE OF THE UNITED METHODIST CHURCH 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered924
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,380
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5380
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered712
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,931
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered514
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,313
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3313
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered353
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,599
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees31599
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered237
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $943
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees943
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered189
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $217
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees77
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDEBORAH TUCKSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered118
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $281
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005239E
Policy instance 1
Insurance contract or identification number005239E
Number of Individuals Covered113
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $200
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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