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EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEE AND BEULAH MOOR CHILDREN'S HOME has sponsored the creation of one or more 401k plans.

Company Name:LEE AND BEULAH MOOR CHILDREN'S HOME
Employer identification number (EIN):741329373
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01RENEE TANNER2016-07-26 RENEE TANNER2016-07-26
0012014-01-01RENEE TANNER2015-07-15
0012013-01-01RENEE TANNER2014-10-13
0012012-01-01RENEE TANNER
0012011-01-01RENEE TANNER
0012010-01-01RENEE TANNER RENEE TANNER2011-10-03
0012009-01-01RENEE TANNER RENEE TANNER2010-10-11

Plan Statistics for EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2022 401k membership
Market value of plan assets2022-12-313,330,958
Acturial value of plan assets2022-12-313,125,931
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3135
Fundng target for terminated vested participants2022-12-31798,468
Active participant vested funding target2022-12-311,945,839
Number of active participants2022-12-3125
Total funding liabilities for active participants2022-12-312,226,658
Total participant count2022-12-3160
Total funding target for all participants2022-12-313,025,126
Balance at beginning of prior year after applicable adjustments2022-12-31617,665
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31281,817
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31617,665
Amount remaining of prefunding balance2022-12-31281,817
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-31694,317
Balance of prefunding at beginning of current year2022-12-31316,790
Total employer contributions2022-12-3152,684
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3150,498
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31211,506
Total funding amount beforereflecting carryover/prefunding balances2022-12-31211,506
Carryover balance elected to use to offset funding requirement2022-12-31180,000
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3131,506
Contributions allocatedtoward minimum required contributions for current year2022-12-3150,498
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2021 401k membership
Market value of plan assets2021-12-313,013,824
Acturial value of plan assets2021-12-312,723,613
Funding target for retired participants and beneficiaries receiving payment2021-12-3144,124
Number of terminated vested participants2021-12-3133
Fundng target for terminated vested participants2021-12-31731,455
Active participant vested funding target2021-12-311,821,051
Number of active participants2021-12-3127
Total funding liabilities for active participants2021-12-311,947,813
Total participant count2021-12-3161
Total funding target for all participants2021-12-312,723,392
Balance at beginning of prior year after applicable adjustments2021-12-31631,977
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31243,134
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-3199,094
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31532,883
Amount remaining of prefunding balance2021-12-31243,134
Present value of excess contributions2021-12-3192,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3198,328
Balance of carryovers at beginning of current year2021-12-31617,665
Balance of prefunding at beginning of current year2021-12-31281,817
Total employer contributions2021-12-31166,678
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31157,254
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31157,254
Total funding amount beforereflecting carryover/prefunding balances2021-12-31157,254
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31157,254
Contributions allocatedtoward minimum required contributions for current year2021-12-31157,254
Unpaid minimum required contributions for current year2021-12-310
2020: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2020 401k membership
Market value of plan assets2020-12-312,762,684
Acturial value of plan assets2020-12-312,596,005
Funding target for retired participants and beneficiaries receiving payment2020-12-3147,266
Number of terminated vested participants2020-12-3135
Fundng target for terminated vested participants2020-12-31722,066
Active participant vested funding target2020-12-311,631,911
Number of active participants2020-12-3126
Total funding liabilities for active participants2020-12-311,674,219
Total participant count2020-12-3162
Total funding target for all participants2020-12-312,443,551
Balance at beginning of prior year after applicable adjustments2020-12-31587,150
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31205,246
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-3153,656
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31533,494
Amount remaining of prefunding balance2020-12-31205,246
Present value of excess contributions2020-12-31162,489
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31178,630
Balance of carryovers at beginning of current year2020-12-31631,977
Balance of prefunding at beginning of current year2020-12-31243,134
Total employer contributions2020-12-3199,892
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3192,841
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3199,094
Total funding amount beforereflecting carryover/prefunding balances2020-12-3199,094
Carryover balance elected to use to offset funding requirement2020-12-3199,094
Contributions allocatedtoward minimum required contributions for current year2020-12-3192,841
Unpaid minimum required contributions for current year2020-12-310
2019: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2019 401k membership
Market value of plan assets2019-12-312,292,305
Acturial value of plan assets2019-12-312,404,920
Funding target for retired participants and beneficiaries receiving payment2019-12-3151,318
Number of terminated vested participants2019-12-3138
Fundng target for terminated vested participants2019-12-31919,389
Active participant vested funding target2019-12-311,390,619
Number of active participants2019-12-3123
Total funding liabilities for active participants2019-12-311,429,328
Total participant count2019-12-3162
Total funding target for all participants2019-12-312,400,035
Balance at beginning of prior year after applicable adjustments2019-12-31749,462
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31217,214
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31128,073
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31621,389
Amount remaining of prefunding balance2019-12-31217,214
Present value of excess contributions2019-12-31110,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31104,033
Balance of carryovers at beginning of current year2019-12-31587,150
Balance of prefunding at beginning of current year2019-12-31205,246
Total employer contributions2019-12-31269,154
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31249,534
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3187,045
Total funding amount beforereflecting carryover/prefunding balances2019-12-3187,045
Carryover balance elected to use to offset funding requirement2019-12-3153,656
Additional cash requirement2019-12-3133,389
Contributions allocatedtoward minimum required contributions for current year2019-12-31249,534
Unpaid minimum required contributions for current year2019-12-310
2018: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2018 401k membership
Market value of plan assets2018-12-312,462,057
Acturial value of plan assets2018-12-312,352,321
Funding target for retired participants and beneficiaries receiving payment2018-12-3154,776
Number of terminated vested participants2018-12-3138
Fundng target for terminated vested participants2018-12-31796,681
Active participant vested funding target2018-12-311,383,465
Number of active participants2018-12-3129
Total funding liabilities for active participants2018-12-311,500,795
Total participant count2018-12-3168
Total funding target for all participants2018-12-312,352,252
Balance at beginning of prior year after applicable adjustments2018-12-31655,010
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31189,839
Amount remaining of carryover balance2018-12-31655,010
Amount remaining of prefunding balance2018-12-31189,839
Present value of excess contributions2018-12-31215,570
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31228,698
Balance of carryovers at beginning of current year2018-12-31749,462
Balance of prefunding at beginning of current year2018-12-31217,214
Total employer contributions2018-12-31121,264
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31110,099
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31127,837
Total funding amount beforereflecting carryover/prefunding balances2018-12-31127,837
Carryover balance elected to use to offset funding requirement2018-12-31127,837
Contributions allocatedtoward minimum required contributions for current year2018-12-31110,099
Unpaid minimum required contributions for current year2018-12-310
2017: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2017 401k membership
Market value of plan assets2017-12-312,375,175
Acturial value of plan assets2017-12-312,414,422
Funding target for retired participants and beneficiaries receiving payment2017-12-3152,930
Number of terminated vested participants2017-12-3138
Fundng target for terminated vested participants2017-12-311,008,108
Active participant vested funding target2017-12-311,163,236
Number of active participants2017-12-3127
Total funding liabilities for active participants2017-12-311,218,974
Total participant count2017-12-3166
Total funding target for all participants2017-12-312,280,012
Balance at beginning of prior year after applicable adjustments2017-12-31611,131
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31177,122
Amount remaining of carryover balance2017-12-31611,131
Amount remaining of prefunding balance2017-12-31177,122
Present value of excess contributions2017-12-318,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,195
Balance of carryovers at beginning of current year2017-12-31655,010
Balance of prefunding at beginning of current year2017-12-31189,839
Total employer contributions2017-12-31340,343
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31318,677
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31103,107
Total funding amount beforereflecting carryover/prefunding balances2017-12-31103,107
Additional cash requirement2017-12-31103,107
Contributions allocatedtoward minimum required contributions for current year2017-12-31318,677
Unpaid minimum required contributions for current year2017-12-310
2016: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2016 401k membership
Market value of plan assets2016-12-312,206,621
Acturial value of plan assets2016-12-312,303,931
Funding target for retired participants and beneficiaries receiving payment2016-12-3155,404
Number of terminated vested participants2016-12-3138
Fundng target for terminated vested participants2016-12-31844,542
Active participant vested funding target2016-12-311,143,833
Number of active participants2016-12-3127
Total funding liabilities for active participants2016-12-311,169,730
Total participant count2016-12-3166
Total funding target for all participants2016-12-312,069,676
Balance at beginning of prior year after applicable adjustments2016-12-31609,303
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31176,592
Amount remaining of carryover balance2016-12-31609,303
Amount remaining of prefunding balance2016-12-31176,592
Present value of excess contributions2016-12-3114,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3115,587
Balance of carryovers at beginning of current year2016-12-31611,131
Balance of prefunding at beginning of current year2016-12-31177,122
Total employer contributions2016-12-31117,500
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31114,077
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31105,425
Total funding amount beforereflecting carryover/prefunding balances2016-12-31105,425
Additional cash requirement2016-12-31105,425
Contributions allocatedtoward minimum required contributions for current year2016-12-31114,077
2012: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2012 401k membership
Total participants, beginning-of-year2012-01-0170
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2011 401k membership
Total participants, beginning-of-year2011-01-0173
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2010 401k membership
Total participants, beginning-of-year2010-01-0176
Total number of active participants reported on line 7a of the Form 55002010-01-0121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2009 401k membership
Total participants, beginning-of-year2009-01-0178
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME

Measure Date Value
2012 : EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2012 401k financial data
Total income from all sources2012-12-31$300,473
Expenses. Total of all expenses incurred2012-12-31$71,586
Benefits paid (including direct rollovers)2012-12-31$51,562
Total plan assets at end of year2012-12-31$2,204,813
Total plan assets at beginning of year2012-12-31$1,975,926
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$226,723
Net income (gross income less expenses)2012-12-31$228,887
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,204,813
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,975,926
Total contributions received or receivable from employer(s)2012-12-31$73,750
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,024
2011 : EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2011 401k financial data
Total income from all sources2011-12-31$65,856
Expenses. Total of all expenses incurred2011-12-31$103,492
Benefits paid (including direct rollovers)2011-12-31$81,577
Total plan assets at end of year2011-12-31$1,975,926
Total plan assets at beginning of year2011-12-31$2,013,562
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$10,856
Net income (gross income less expenses)2011-12-31$-37,636
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,975,926
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,013,562
Total contributions received or receivable from employer(s)2011-12-31$55,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$21,915
2010 : EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2010 401k financial data
Total income from all sources2010-12-31$289,800
Expenses. Total of all expenses incurred2010-12-31$67,913
Benefits paid (including direct rollovers)2010-12-31$46,180
Total plan assets at end of year2010-12-31$2,013,562
Total plan assets at beginning of year2010-12-31$1,791,675
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$234,330
Net income (gross income less expenses)2010-12-31$221,887
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,013,562
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,791,675
Total contributions received or receivable from employer(s)2010-12-31$55,470
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$21,733

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME

2012: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFITS PLAN OF LEE AND BEULAH MOOR CHILDREN'S HOME 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number050024-K
Policy instance 1
Insurance contract or identification number050024-K
Number of Individuals Covered68
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $58
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJUAN HUERTA, JR.
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050024-K
Policy instance 1
Insurance contract or identification number050024-K
Number of Individuals Covered70
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 $113
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number050024-K
Policy instance 1
Insurance contract or identification number050024-K
Number of Individuals Covered73
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 $161
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameBRANDON SPEER

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