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403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME
Plan identification number 003

403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED METHODIST CHILDREN S HOME has sponsored the creation of one or more 401k plans.

Company Name:UNITED METHODIST CHILDREN S HOME
Employer identification number (EIN):630302145
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-07-01
0032014-07-01SUSIE JONES
0032013-07-01SUSIE JONES SUSIE JONES2015-04-13
0032012-07-01UNITED METHODIST CHILDREN'S HOME UNITED METHODIST CHILDREN'S HOME2014-04-15
0032011-07-01LINDA MOORE LINDA MOORE2013-04-15
0032010-07-01LINDA MOORE LINDA MOORE2012-04-17
0032009-07-01LINDA MOORE

Plan Statistics for 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME

Measure Date Value
2015: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2015 401k membership
Total participants, beginning-of-year2015-07-01132
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2014 401k membership
Total participants, beginning-of-year2014-07-01108
Total number of active participants reported on line 7a of the Form 55002014-07-0172
Number of other retired or separated participants entitled to future benefits2014-07-0158
Total of all active and inactive participants2014-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01132
Number of participants with account balances2014-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2013 401k membership
Total participants, beginning-of-year2013-07-01104
Total number of active participants reported on line 7a of the Form 55002013-07-0173
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0132
Total of all active and inactive participants2013-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01108
Number of participants with account balances2013-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2012 401k membership
Total participants, beginning-of-year2012-07-01109
Total number of active participants reported on line 7a of the Form 55002012-07-0180
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01104
Number of participants with account balances2012-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2011 401k membership
Total participants, beginning-of-year2011-07-01108
Total number of active participants reported on line 7a of the Form 55002011-07-0186
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01109
Number of participants with account balances2011-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2010 401k membership
Total participants, beginning-of-year2010-07-01121
Total number of active participants reported on line 7a of the Form 55002010-07-0182
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0124
Total of all active and inactive participants2010-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01108
Number of participants with account balances2010-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0112
2009: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2009 401k membership
Total participants, beginning-of-year2009-07-01130
Total number of active participants reported on line 7a of the Form 55002009-07-0194
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0124
Total of all active and inactive participants2009-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01121
Number of participants with account balances2009-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME

Measure Date Value
2015 : 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2015 401k financial data
Total transfer of assets from this plan2015-11-03$1,897,262
Total income from all sources (including contributions)2015-11-03$73,416
Total of all expenses incurred2015-11-03$90,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-03$89,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-03$74,972
Value of total assets at end of year2015-11-03$0
Value of total assets at beginning of year2015-11-03$1,914,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-03$1,154
Total interest from all sources2015-11-03$2,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-03No
Was this plan covered by a fidelity bond2015-11-03Yes
Value of fidelity bond cover2015-11-03$1,000,000
If this is an individual account plan, was there a blackout period2015-11-03No
Were there any nonexempt tranactions with any party-in-interest2015-11-03No
Contributions received from participants2015-11-03$28,094
Participant contributions at end of year2015-11-03$0
Participant contributions at beginning of year2015-11-03$41,310
Administrative expenses (other) incurred2015-11-03$1,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-03No
Value of net income/loss2015-11-03$-16,864
Value of net assets at end of year (total assets less liabilities)2015-11-03$0
Value of net assets at beginning of year (total assets less liabilities)2015-11-03$1,914,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-03No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-03No
Were any leases to which the plan was party in default or uncollectible2015-11-03No
Value of interest in pooled separate accounts at end of year2015-11-03$0
Value of interest in pooled separate accounts at beginning of year2015-11-03$1,095,586
Interest earned on other investments2015-11-03$2,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-11-03$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-11-03$777,230
Net investment gain/loss from pooled separate accounts2015-11-03$-4,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-03No
Was there a failure to transmit to the plan any participant contributions2015-11-03No
Has the plan failed to provide any benefit when due under the plan2015-11-03No
Contributions received in cash from employer2015-11-03$46,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-03$89,126
Did the plan have assets held for investment2015-11-03No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-03Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-03Yes
Opinion of an independent qualified public accountant for this plan2015-11-03Disclaimer
Accountancy firm name2015-11-03JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2015-11-03631035228
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$261,381
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$296,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$289,725
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$209,247
Value of total assets at end of year2015-06-30$1,914,126
Value of total assets at beginning of year2015-06-30$1,948,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,408
Total interest from all sources2015-06-30$8,062
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$1,000,000
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$72,869
Participant contributions at end of year2015-06-30$41,310
Participant contributions at beginning of year2015-06-30$34,020
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,387
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$6,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-34,752
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,914,126
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,948,878
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 pooled separate accounts at end of year2015-06-30$1,095,586
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,035,294
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$8,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$777,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$879,564
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$44,072
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$127,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$289,725
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 name2015-06-30JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2015-06-30631035228
2014 : 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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$503,814
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$685,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$675,323
Expenses. Certain deemed distributions of participant loans2014-06-30$3,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$320,856
Value of total assets at end of year2014-06-30$1,945,450
Value of total assets at beginning of year2014-06-30$2,127,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,940
Total interest from all sources2014-06-30$10,244
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$500,000
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$102,693
Participant contributions at end of year2014-06-30$30,592
Participant contributions at beginning of year2014-06-30$32,124
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$83,301
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$6,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-181,878
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,945,450
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,127,328
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 pooled separate accounts at end of year2014-06-30$1,035,294
Value of interest in pooled separate accounts at beginning of year2014-06-30$916,533
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$10,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$879,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,178,671
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$172,714
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 contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$134,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$675,323
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 name2014-06-30JACKSON THORNTON & CO. , P. C.
Accountancy firm EIN2014-06-30631035228
2013 : 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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$405,240
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$334,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$314,855
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$273,523
Value of total assets at end of year2013-06-30$2,127,328
Value of total assets at beginning of year2013-06-30$2,056,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$20,002
Total interest from all sources2013-06-30$16,233
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$500,000
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$128,804
Participant contributions at end of year2013-06-30$32,123
Participant contributions at beginning of year2013-06-30$32,067
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$2,948
Other income not declared elsewhere2013-06-30$9,193
Administrative expenses (other) incurred2013-06-30$20,002
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$70,383
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,127,328
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,056,945
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 registered invesment companies (eg mutual funds) at end of year2013-06-30$916,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$803,578
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$16,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,178,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,221,300
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$106,291
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 contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$141,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$314,855
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 name2013-06-30JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2013-06-30631035228
2012 : 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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$513,568
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$264,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$259,519
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$492,576
Value of total assets at end of year2012-06-30$2,056,945
Value of total assets at beginning of year2012-06-30$1,808,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,195
Total interest from all sources2012-06-30$18,633
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$1,000,000
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$125,824
Participant contributions at end of year2012-06-30$32,067
Participant contributions at beginning of year2012-06-30$5,626
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$215,992
Other income not declared elsewhere2012-06-30$1,672
Administrative expenses (other) incurred2012-06-30$5,195
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$248,854
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,056,945
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,808,091
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 registered invesment companies (eg mutual funds) at end of year2012-06-30$803,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$913,693
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$18,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,221,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$888,772
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$687
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
Contributions received in cash from employer2012-06-30$150,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$259,519
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 name2012-06-30JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2012-06-30631035228
2011 : 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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$844,706
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$247,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$218,894
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$654,296
Value of total assets at end of year2011-06-30$1,808,091
Value of total assets at beginning of year2011-06-30$1,210,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$28,446
Total interest from all sources2011-06-30$17,356
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$500,000
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$132,816
Participant contributions at end of year2011-06-30$5,626
Participant contributions at beginning of year2011-06-30$11,750
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$359,117
Other income not declared elsewhere2011-06-30$13,600
Administrative expenses (other) incurred2011-06-30$28,446
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$597,366
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,808,091
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,210,725
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$913,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$584,525
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$17,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$888,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$614,450
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$159,454
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$162,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$218,894
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 name2011-06-30JACKSON THORNTON & CO.
Accountancy firm EIN2011-06-30631035228
2010 : 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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 UNITED METHODIST CHILDREN'S HOME

2015: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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 filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
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 UNITED METHODIST CHILDREN'S HOME 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 UNITED METHODIST CHILDREN'S HOME 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 UNITED METHODIST CHILDREN'S HOME 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 UNITED METHODIST CHILDREN'S HOME 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 benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF UNITED METHODIST CHILDREN'S HOME 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 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 number005053B
Policy instance 1
Insurance contract or identification number005053B
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-11-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number005053B
Policy instance 1
Insurance contract or identification number005053B
Number of Individuals Covered132
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 $564
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 fees564
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005053B
Policy instance 1
Insurance contract or identification number005053B
Number of Individuals Covered108
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 $695
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 fees695
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005053B
Policy instance 1
Insurance contract or identification number005053B
Number of Individuals Covered104
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 $842
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 fees253
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAY MCFADDEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005053B
Policy instance 1
Insurance contract or identification number005053B
Number of Individuals Covered109
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 $1,737
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005053B
Policy instance 1
Insurance contract or identification number005053B
Number of Individuals Covered108
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 $1,214
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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