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DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 401k Plan overview

Plan NameDEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC.
Plan identification number 001

DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CARRIE STEELE-PITTS HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARRIE STEELE-PITTS HOME, INC.
Employer identification number (EIN):580607078
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01SHERRY DENISE KIMBRO2019-04-17
0012017-07-01SHERRY DENISE KIMBRO2019-04-22
0012016-07-01SHERRY DENISE KIMBRO
0012015-07-01SHERRY DENISE KIMBRO
0012014-07-01SHERRY DENISE KIMBRO
0012013-07-01SHERRY DENISE KIMBRO
0012012-07-01SHERRY DENISE KIMBRO
0012012-01-01SHERRY DENISE KIMBRO
0012011-01-01SHERRY DENISE KIMBRO
0012009-01-01SHERRY DENISE KIMBRO
0012001-01-01SHERRY DENISE KIMBRO

Plan Statistics for DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC.

401k plan membership statisitcs for DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC.

Measure Date Value
2018: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2018 401k membership
Market value of plan assets2018-06-30362,571
Acturial value of plan assets2018-06-30371,147
Funding target for retired participants and beneficiaries receiving payment2018-06-30180,851
Number of terminated vested participants2018-06-3023
Fundng target for terminated vested participants2018-06-30667,449
Active participant vested funding target2018-06-300
Number of active participants2018-06-300
Total funding liabilities for active participants2018-06-300
Total participant count2018-06-3026
Total funding target for all participants2018-06-30848,300
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-30191,931
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-30191,931
Minimum required contributions for current year target normal cost2018-06-3012,214
Net shortfall amortization installment of oustanding balance2018-06-30477,153
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30123,881
Additional cash requirement2018-06-30123,881
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-30123,881
Unpaid minimum required contributions for all years2018-06-30315,812
2017: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2017 401k membership
Market value of plan assets2017-06-30374,008
Acturial value of plan assets2017-06-30383,953
Funding target for retired participants and beneficiaries receiving payment2017-06-30184,271
Number of terminated vested participants2017-06-3023
Fundng target for terminated vested participants2017-06-30629,447
Active participant vested funding target2017-06-300
Number of active participants2017-06-300
Total funding liabilities for active participants2017-06-300
Total participant count2017-06-3026
Total funding target for all participants2017-06-30813,718
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3010,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-308,243
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-3086,334
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-308,243
Remaining amount of unpaid minimum required contributions2017-06-3078,091
Minimum required contributions for current year target normal cost2017-06-3012,214
Net shortfall amortization installment of oustanding balance2017-06-30429,765
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30113,840
Additional cash requirement2017-06-30113,840
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-30113,840
Unpaid minimum required contributions for all years2017-06-30191,931
2016: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-0126
Total number of active participants reported on line 7a of the Form 55002016-07-018
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0126
Number of participants with account balances2016-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-0126
Total number of active participants reported on line 7a of the Form 55002015-07-018
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0115
Total of all active and inactive participants2015-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0126
Number of participants with account balances2015-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-0127
Total number of active participants reported on line 7a of the Form 55002014-07-0110
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0116
Total of all active and inactive participants2014-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0126
2013: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-0128
Total number of active participants reported on line 7a of the Form 55002013-07-0111
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0116
Total of all active and inactive participants2013-07-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-0131
Total number of active participants reported on line 7a of the Form 55002012-07-0112
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-0128
Total participants2012-07-0128
Number of participants with account balances2012-07-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0140
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2001: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2001 401k membership
Total participants, beginning-of-year2001-01-0142
Total number of active participants reported on line 7a of the Form 55002001-01-0122
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-0118
Total of all active and inactive participants2001-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-012

Financial Data on DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC.

Measure Date Value
2017 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2017 401k financial data
Total income from all sources2017-06-30$59,676
Expenses. Total of all expenses incurred2017-06-30$25,855
Benefits paid (including direct rollovers)2017-06-30$13,053
Total plan assets at end of year2017-06-30$352,578
Total plan assets at beginning of year2017-06-30$318,757
Value of fidelity bond covering the plan2017-06-30$10,000
Expenses. Other expenses not covered elsewhere2017-06-30$4,930
Other income received2017-06-30$3,469
Net income (gross income less expenses)2017-06-30$33,821
Net plan assets at end of year (total assets less liabilities)2017-06-30$352,578
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$318,757
Total contributions received or receivable from employer(s)2017-06-30$56,207
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$7,872
2016 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2016 401k financial data
Total income from all sources2016-06-30$47,440
Expenses. Total of all expenses incurred2016-06-30$24,873
Benefits paid (including direct rollovers)2016-06-30$10,839
Total plan assets at end of year2016-06-30$318,757
Total plan assets at beginning of year2016-06-30$296,190
Value of fidelity bond covering the plan2016-06-30$10,000
Expenses. Other expenses not covered elsewhere2016-06-30$6,130
Other income received2016-06-30$3,026
Net income (gross income less expenses)2016-06-30$22,567
Net plan assets at end of year (total assets less liabilities)2016-06-30$318,757
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$296,190
Total contributions received or receivable from employer(s)2016-06-30$44,414
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$7,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$25,631
Expenses. Total of all expenses incurred2015-06-30$21,262
Benefits paid (including direct rollovers)2015-06-30$7,653
Total plan assets at end of year2015-06-30$296,190
Total plan assets at beginning of year2015-06-30$291,821
Value of fidelity bond covering the plan2015-06-30$10,000
Expenses. Other expenses not covered elsewhere2015-06-30$5,385
Other income received2015-06-30$2,960
Net income (gross income less expenses)2015-06-30$4,369
Net plan assets at end of year (total assets less liabilities)2015-06-30$296,190
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$291,821
Total contributions received or receivable from employer(s)2015-06-30$22,671
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$8,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$49,523
Expenses. Total of all expenses incurred2014-06-30$414,597
Benefits paid (including direct rollovers)2014-06-30$400,789
Total plan assets at end of year2014-06-30$291,821
Total plan assets at beginning of year2014-06-30$656,895
Value of fidelity bond covering the plan2014-06-30$10,000
Expenses. Other expenses not covered elsewhere2014-06-30$5,440
Other income received2014-06-30$2,977
Net income (gross income less expenses)2014-06-30$-365,074
Net plan assets at end of year (total assets less liabilities)2014-06-30$291,821
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$656,895
Total contributions received or receivable from employer(s)2014-06-30$46,546
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$8,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$15,697
Expenses. Total of all expenses incurred2013-06-30$81,406
Benefits paid (including direct rollovers)2013-06-30$61,571
Total plan assets at end of year2013-06-30$656,895
Total plan assets at beginning of year2013-06-30$722,604
Value of fidelity bond covering the plan2013-06-30$10,000
Expenses. Other expenses not covered elsewhere2013-06-30$11,235
Other income received2013-06-30$8,868
Net income (gross income less expenses)2013-06-30$-65,709
Net plan assets at end of year (total assets less liabilities)2013-06-30$656,895
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$722,604
Total contributions received or receivable from employer(s)2013-06-30$6,829
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$8,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$7,829
Expenses. Total of all expenses incurred2012-06-30$174,250
Benefits paid (including direct rollovers)2012-06-30$162,155
Total plan assets at end of year2012-06-30$722,604
Total plan assets at beginning of year2012-06-30$889,025
Value of fidelity bond covering the plan2012-06-30$10,000
Expenses. Other expenses not covered elsewhere2012-06-30$7,655
Other income received2012-06-30$7,116
Net income (gross income less expenses)2012-06-30$-166,421
Net plan assets at end of year (total assets less liabilities)2012-06-30$722,604
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$889,025
Total contributions received or receivable from employer(s)2012-06-30$713
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$27,623
Expenses. Total of all expenses incurred2011-12-31$384,989
Benefits paid (including direct rollovers)2011-12-31$367,065
Total plan assets at end of year2011-12-31$889,025
Total plan assets at beginning of year2011-12-31$1,246,391
Value of fidelity bond covering the plan2011-12-31$10,000
Expenses. Other expenses not covered elsewhere2011-12-31$8,620
Other income received2011-12-31$19,907
Net income (gross income less expenses)2011-12-31$-357,366
Net plan assets at end of year (total assets less liabilities)2011-12-31$889,025
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,246,391
Total contributions received or receivable from employer(s)2011-12-31$7,716
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$136,128
Expenses. Total of all expenses incurred2010-12-31$33,193
Benefits paid (including direct rollovers)2010-12-31$15,233
Total plan assets at end of year2010-12-31$1,246,391
Total plan assets at beginning of year2010-12-31$1,143,457
Value of fidelity bond covering the plan2010-12-31$10,000
Expenses. Other expenses not covered elsewhere2010-12-31$7,460
Other income received2010-12-31$32,802
Net income (gross income less expenses)2010-12-31$102,935
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,246,391
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,143,457
Total contributions received or receivable from employer(s)2010-12-31$103,326
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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 DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC.

2016: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01First time form 5500 has been submittedYes
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: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
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
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)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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 benefit arrangement – InsuranceYes
2009: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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 benefit arrangement – InsuranceYes
2001: DEFINED BENEFIT PLAN OF CARRIE STEELE-PITTS HOME, INC. 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
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010122-I
Policy instance 1
Insurance contract or identification number010122-I
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2016-06-30
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
Amount paid for insurance broker fees102
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameATLANTA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010122-I
Policy instance 1
Insurance contract or identification number010122-I
Number of Individuals Covered26
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010122-I
Policy instance 1
Insurance contract or identification number010122-I
Number of Individuals Covered27
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 $15
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker nameATLANTA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010122-I
Policy instance 1
Insurance contract or identification number010122-I
Number of Individuals Covered28
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 $0
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAUSTIN ORT
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number0101221-I
Policy instance 1
Insurance contract or identification number0101221-I
Number of Individuals Covered31
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010122-I
Policy instance 1
Insurance contract or identification number010122-I
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $79
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010122-I
Policy instance 1
Insurance contract or identification number010122-I
Number of Individuals Covered40
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $89
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 $0
Amount paid for insurance broker fees39
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameGREGORY HIBBERT

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