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403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC
Plan identification number 002

403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FORT BEND FAMILY HEALTH CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name:FORT BEND FAMILY HEALTH CENTER, INC
Employer identification number (EIN):741951476
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FORT BEND FAMILY HEALTH CENTER, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-12-08
Company Identification Number: 0037163501
Legal Registered Office Address: 400 AUSTIN ST

RICHMOND
United States of America (USA)
77469

More information about FORT BEND FAMILY HEALTH CENTER, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01NICOLE PEARSON
0022015-01-01NICOLE PEARSON
0022014-01-01ROBERT MAGEE ROBERT MAGEE2015-07-29
0022013-01-01ROBERT MAGEE
0022012-01-01ROSEMARY HOGUE ROSEMARY HOGUE2013-10-15
0022011-01-01ROSEMARY HOGUE
0022010-01-01ROSEMARY HOGUE
0022009-01-01KELLY GRIMES-MCGUIRE

Plan Statistics for 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC

Measure Date Value
2022: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01231
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01427
Number of participants with account balances2022-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2021 401k membership
Total participants, beginning-of-year2021-01-01369
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01170
Total of all active and inactive participants2021-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01378
Number of participants with account balances2021-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2020 401k membership
Total participants, beginning-of-year2020-01-01359
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01369
Number of participants with account balances2020-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01358
Number of participants with account balances2019-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0145
2018: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01371
Number of participants with account balances2018-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2017 401k membership
Total participants, beginning-of-year2017-01-01291
Total number of active participants reported on line 7a of the Form 55002017-01-01242
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01100
Total of all active and inactive participants2017-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01342
Number of participants with account balances2017-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2016 401k membership
Total participants, beginning-of-year2016-01-01250
Total number of active participants reported on line 7a of the Form 55002016-01-01206
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01267
Number of participants with account balances2016-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01250
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01138
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2010 401k membership
Total participants, beginning-of-year2010-01-01117
Total number of active participants reported on line 7a of the Form 55002010-01-01126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01137
Number of participants with account balances2010-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01123
Total participants2009-01-01123
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC

Measure Date Value
2022 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-555,641
Total of all expenses incurred2022-12-31$546,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$531,883
Expenses. Certain deemed distributions of participant loans2022-12-31$3,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$762,139
Value of total assets at end of year2022-12-31$8,359,081
Value of total assets at beginning of year2022-12-31$9,460,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,495
Total interest from all sources2022-12-31$15,511
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$439,588
Participant contributions at end of year2022-12-31$222,948
Participant contributions at beginning of year2022-12-31$129,672
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$563
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,101,761
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,359,081
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,460,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,544,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,575,314
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,646,081
Interest on participant loans2022-12-31$8,884
Interest earned on other investments2022-12-31$6,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$592,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,109,775
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,333,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$321,988
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$531,883
Contract administrator fees2022-12-31$10,495
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2022-12-31721396621
2021 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,885,001
Total of all expenses incurred2021-12-31$592,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$584,966
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$721,199
Value of total assets at end of year2021-12-31$9,460,842
Value of total assets at beginning of year2021-12-31$8,168,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,789
Total interest from all sources2021-12-31$6,225
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$418,829
Participant contributions at end of year2021-12-31$129,672
Participant contributions at beginning of year2021-12-31$144,174
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,292,246
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,460,842
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,168,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,575,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,564,159
Value of interest in pooled separate accounts at end of year2021-12-31$1,646,081
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,385,444
Interest on participant loans2021-12-31$6,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,109,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,039,920
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,157,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$302,370
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$34,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$584,966
Contract administrator fees2021-12-31$7,789
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,630,358
Total of all expenses incurred2020-12-31$396,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$390,145
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$789,532
Value of total assets at end of year2020-12-31$8,168,596
Value of total assets at beginning of year2020-12-31$6,934,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,393
Total interest from all sources2020-12-31$6,660
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$203,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$203,465
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$414,268
Participant contributions at end of year2020-12-31$144,174
Participant contributions at beginning of year2020-12-31$105,096
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,233,820
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,168,596
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,934,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,564,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,977,840
Value of interest in pooled separate accounts at end of year2020-12-31$1,385,444
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,155,795
Interest on participant loans2020-12-31$6,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,039,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$696,045
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$630,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$360,641
Employer contributions (assets) at end of year2020-12-31$34,899
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$390,145
Contract administrator fees2020-12-31$6,393
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,967,171
Total of all expenses incurred2019-12-31$608,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$592,758
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$840,787
Value of total assets at end of year2019-12-31$6,934,776
Value of total assets at beginning of year2019-12-31$5,576,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,166
Total interest from all sources2019-12-31$24,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$208,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$208,226
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$493,231
Participant contributions at end of year2019-12-31$105,096
Participant contributions at beginning of year2019-12-31$91,111
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$15,193
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,358,247
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,934,776
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,576,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,977,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,813,419
Value of interest in pooled separate accounts at end of year2019-12-31$1,155,795
Value of interest in pooled separate accounts at beginning of year2019-12-31$924,939
Interest on participant loans2019-12-31$5,502
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$19,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$696,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$720,224
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$662,341
Net investment gain/loss from pooled separate accounts2019-12-31$230,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$296,141
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$11,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$592,758
Contract administrator fees2019-12-31$16,166
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,506
Total income from all sources (including contributions)2018-12-31$559,973
Total of all expenses incurred2018-12-31$230,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,951
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$1,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$894,201
Value of total assets at end of year2018-12-31$5,576,529
Value of total assets at beginning of year2018-12-31$5,258,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,723
Total interest from all sources2018-12-31$21,363
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$179,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$179,905
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$466,413
Participant contributions at end of year2018-12-31$91,111
Participant contributions at beginning of year2018-12-31$51,239
Participant contributions at end of year2018-12-31$15,193
Participant contributions at beginning of year2018-12-31$18,449
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$165,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$329,935
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,576,529
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,246,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,813,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,577,643
Value of interest in pooled separate accounts at end of year2018-12-31$924,939
Interest on participant loans2018-12-31$3,556
Interest earned on other investments2018-12-31$17,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$720,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$601,705
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-460,349
Net investment gain/loss from pooled separate accounts2018-12-31$-75,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$261,828
Employer contributions (assets) at end of year2018-12-31$11,643
Employer contributions (assets) at beginning of year2018-12-31$9,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,951
Contract administrator fees2018-12-31$4,723
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$11,506
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,206,718
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$727,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$724,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$583,064
Value of total assets at end of year2017-12-31$5,258,100
Value of total assets at beginning of year2017-12-31$4,767,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,769
Total interest from all sources2017-12-31$20,285
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$116,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$116,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$354,657
Participant contributions at end of year2017-12-31$51,239
Participant contributions at end of year2017-12-31$18,449
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,506
Administrative expenses (other) incurred2017-12-31$2,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$479,478
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,246,594
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,767,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,577,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,485,022
Interest on participant loans2017-12-31$836
Interest earned on other investments2017-12-31$19,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$601,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,282,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$104,416
Net investment gain/loss from pooled separate accounts2017-12-31$382,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$223,421
Employer contributions (assets) at end of year2017-12-31$9,064
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$724,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$842,537
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$253,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$252,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$547,596
Value of total assets at end of year2016-12-31$4,767,116
Value of total assets at beginning of year2016-12-31$4,178,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,788
Total interest from all sources2016-12-31$17,024
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$316,826
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$12,816
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$42,347
Administrative expenses (other) incurred2016-12-31$1,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$588,595
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,767,116
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,178,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,485,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,009,827
Interest earned on other investments2016-12-31$17,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,282,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,149,891
Net investment gain/loss from pooled separate accounts2016-12-31$277,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$188,423
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$252,154
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD,LLP
Accountancy firm EIN2016-12-31440160260
2015 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$370,812
Total of all expenses incurred2015-12-31$271,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$268,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$372,664
Value of total assets at end of year2015-12-31$4,178,521
Value of total assets at beginning of year2015-12-31$4,079,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,685
Total interest from all sources2015-12-31$15,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$263,596
Participant contributions at end of year2015-12-31$12,816
Participant contributions at beginning of year2015-12-31$11,423
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$875
Administrative expenses (other) incurred2015-12-31$2,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$99,251
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,178,521
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,079,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,009,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,915,720
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$15,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,149,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,149,213
Net investment gain/loss from pooled separate accounts2015-12-31$-17,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$108,193
Employer contributions (assets) at end of year2015-12-31$5,987
Employer contributions (assets) at beginning of year2015-12-31$2,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$268,876
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD,LLP
Accountancy firm EIN2015-12-31440160260
2014 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$535,299
Total of all expenses incurred2014-12-31$513,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$511,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$312,365
Value of total assets at end of year2014-12-31$4,079,270
Value of total assets at beginning of year2014-12-31$4,057,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,945
Total interest from all sources2014-12-31$16,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$226,370
Participant contributions at end of year2014-12-31$11,423
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$21,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,079,270
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,057,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,915,720
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,831,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,149,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,225,637
Net investment gain/loss from pooled separate accounts2014-12-31$206,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$31,638
Employer contributions (assets) at end of year2014-12-31$2,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$511,409
Contract administrator fees2014-12-31$1,945
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD,LLP
Accountancy firm EIN2014-12-31440160260
2013 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$757,386
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$486,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$483,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$199,943
Value of total assets at end of year2013-12-31$4,057,325
Value of total assets at beginning of year2013-12-31$3,786,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,546
Total interest from all sources2013-12-31$20,518
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$171,551
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$270,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,057,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,786,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,831,688
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,508,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,225,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,278,004
Net investment gain/loss from pooled separate accounts2013-12-31$536,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$483,875
Contract administrator fees2013-12-31$2,546
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD,LLP
Accountancy firm EIN2013-12-31440160260
2012 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$711,117
Total of all expenses incurred2012-12-31$257,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$254,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$404,123
Value of total assets at end of year2012-12-31$3,786,360
Value of total assets at beginning of year2012-12-31$3,332,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,840
Total interest from all sources2012-12-31$22,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$172,298
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$453,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,786,360
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,332,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,508,356
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,271,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,278,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,060,527
Net investment gain/loss from pooled separate accounts2012-12-31$284,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$219,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$254,370
Contract administrator fees2012-12-31$2,840
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD,LLP
Accountancy firm EIN2012-12-31440160260
2011 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$388,050
Total of all expenses incurred2011-12-31$357,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$355,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$395,758
Value of total assets at end of year2011-12-31$3,332,453
Value of total assets at beginning of year2011-12-31$3,302,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,720
Total interest from all sources2011-12-31$20,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$140,283
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$30,117
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,332,453
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,302,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,271,926
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,575,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,060,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$726,784
Net investment gain/loss from pooled separate accounts2011-12-31$-28,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$239,210
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$355,213
Contract administrator fees2011-12-31$2,720
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD,LLP
Accountancy firm EIN2011-12-31440160260
2010 : 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$765,792
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$269,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$267,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$395,987
Value of total assets at end of year2010-12-31$3,302,336
Value of total assets at beginning of year2010-12-31$2,805,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,127
Total interest from all sources2010-12-31$19,925
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$128,898
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,909
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$496,492
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,302,336
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,805,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,575,552
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,044,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$726,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$748,263
Net investment gain/loss from pooled separate accounts2010-12-31$349,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$227,204
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$8,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$267,173
Contract administrator fees2010-12-31$2,127
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC

2022: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, 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
2010: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF FORT BEND FAMILY HEALTH CENTER, 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767896-01
Policy instance 3
Insurance contract or identification number767896-01
Number of Individuals Covered19
Insurance policy start date2022-09-10
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number053969G
Policy instance 2
Insurance contract or identification number053969G
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62608-1
Policy instance 1
Insurance contract or identification numberMR 62608-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number053969G
Policy instance 2
Insurance contract or identification number053969G
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62608-1
Policy instance 1
Insurance contract or identification numberMR 62608-1
Number of Individuals Covered358
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number053969G
Policy instance 2
Insurance contract or identification number053969G
Number of Individuals Covered13
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62608-1
Policy instance 1
Insurance contract or identification numberMR 62608-1
Number of Individuals Covered349
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number053969G
Policy instance 2
Insurance contract or identification number053969G
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62608-1
Policy instance 1
Insurance contract or identification numberMR 62608-1
Number of Individuals Covered342
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62608-1
Policy instance 1
Insurance contract or identification numberMR 62608-1
Number of Individuals Covered346
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number053969G
Policy instance 2
Insurance contract or identification number053969G
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $2,787
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 fees2787
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053969G
Policy instance 2
Insurance contract or identification number053969G
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $834
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees834
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62608 - 1
Policy instance 1
Insurance contract or identification numberMR 62608 - 1
Number of Individuals Covered297
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 number053969G
Policy instance 1
Insurance contract or identification number053969G
Number of Individuals Covered250
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $393
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 fees393
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053969-G
Policy instance 1
Insurance contract or identification number053969-G
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $281
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Amount paid for insurance broker fees281
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053969-G
Policy instance 1
Insurance contract or identification number053969-G
Number of Individuals Covered143
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,384
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
Amount paid for insurance broker fees1384
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053969G
Policy instance 1
Insurance contract or identification number053969G
Number of Individuals Covered157
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 $456
Contracts With Unallocated Funds Deposit Administration1
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 fees186
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameTRACEY SMITH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053969G
Policy instance 1
Insurance contract or identification number053969G
Number of Individuals Covered138
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 $845
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 number053969G
Policy instance 1
Insurance contract or identification number053969G
Number of Individuals Covered137
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 $1,129
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 fees416
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameTRACEY SMITH

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