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403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK
Plan identification number 002

403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 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.
  • 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

NORTH TEXAS FOOD BANK has sponsored the creation of one or more 401k plans.

Company Name:NORTH TEXAS FOOD BANK
Employer identification number (EIN):751785357
NAIC Classification:624200

Additional information about NORTH TEXAS FOOD BANK

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1981-07-23
Company Identification Number: 0057134201
Legal Registered Office Address: 3677 MAPLESHADE LN

PLANO
United States of America (USA)
75075

More information about NORTH TEXAS FOOD BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK

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
0022017-01-01SUZANNE DROTMAN
0022016-01-01DONNYE SHELBY
0022015-01-01DONNYE SHELBY
0022014-01-01DONNYE SHELBY
0022013-01-01DONNYE SHELBY
0022012-07-01DONNYE SHELBY
0022012-01-01DONNYE SHELBY
0022011-01-01DONNYE SHELBY
0022010-01-01DONNYE SHELBY

Plan Statistics for 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK

401k plan membership statisitcs for 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK

Measure Date Value
2022: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2022 401k membership
Total participants, beginning-of-year2022-01-01253
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01299
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2021 401k membership
Total participants, beginning-of-year2021-01-01304
Total number of active participants reported on line 7a of the Form 55002021-01-01192
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01251
Number of participants with account balances2021-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2020 401k membership
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01301
Number of participants with account balances2020-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2019 401k membership
Total participants, beginning-of-year2019-01-01305
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01259
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2018 401k membership
Total participants, beginning-of-year2018-01-01286
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01301
Number of participants with account balances2018-01-01276
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 NORTH TEXAS FOOD BANK 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01291
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01229
Number of participants with account balances2015-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01174
Number of participants with account balances2014-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
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% vested2013-01-0135
2012: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2012 401k membership
Total participants, beginning-of-year2012-07-010
Total number of active participants reported on line 7a of the Form 55002012-07-01152
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01176
Number of participants with account balances2012-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2010 401k membership
Total participants, beginning-of-year2010-01-01102
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01120
Number of participants with account balances2010-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK

Measure Date Value
2022 : 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-152,213
Total of all expenses incurred2022-12-31$917,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$896,652
Expenses. Certain deemed distributions of participant loans2022-12-31$11,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$802,390
Value of total assets at end of year2022-12-31$4,999,808
Value of total assets at beginning of year2022-12-31$6,069,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,015
Total interest from all sources2022-12-31$4,593
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$500,000
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$440,787
Participant contributions at end of year2022-12-31$105,942
Participant contributions at beginning of year2022-12-31$122,002
Participant contributions at end of year2022-12-31$359
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,682
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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,070,123
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,999,808
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,069,931
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$4,880,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,567,663
Interest on participant loans2022-12-31$4,593
Value of interest in common/collective trusts at beginning of year2022-12-31$74,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$32,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$32,109
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 beginning of year2022-12-31$273,011
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-959,196
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$347,921
Employer contributions (assets) at end of year2022-12-31$2,174
Employer contributions (assets) at beginning of year2022-12-31$359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$896,652
Contract administrator fees2022-12-31$10,015
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 name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,701,824
Total of all expenses incurred2021-12-31$716,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$675,733
Expenses. Certain deemed distributions of participant loans2021-12-31$27,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$964,643
Value of total assets at end of year2021-12-31$6,069,931
Value of total assets at beginning of year2021-12-31$5,084,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,130
Total interest from all sources2021-12-31$6,622
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$310,989
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$310,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$422,052
Participant contributions at end of year2021-12-31$122,002
Participant contributions at beginning of year2021-12-31$157,434
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$159
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,750
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$985,568
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,069,931
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,084,363
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$5,567,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,571,742
Interest on participant loans2021-12-31$6,622
Value of interest in common/collective trusts at end of year2021-12-31$74,787
Value of interest in common/collective trusts at beginning of year2021-12-31$62,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$32,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,383
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$273,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$279,903
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$417,820
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$534,173
Employer contributions (assets) at end of year2021-12-31$359
Employer contributions (assets) at beginning of year2021-12-31$1,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$675,733
Contract administrator fees2021-12-31$13,130
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BKD LLP
Accountancy firm EIN2021-12-31440160260
2020 : 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,057
Total income from all sources (including contributions)2020-12-31$1,443,918
Total of all expenses incurred2020-12-31$460,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$451,875
Expenses. Certain deemed distributions of participant loans2020-12-31$6,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$764,295
Value of total assets at end of year2020-12-31$5,084,363
Value of total assets at beginning of year2020-12-31$4,106,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,952
Total interest from all sources2020-12-31$7,663
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$208,631
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$208,631
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$480,000
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$392,374
Participant contributions at end of year2020-12-31$157,434
Participant contributions at beginning of year2020-12-31$145,646
Participant contributions at end of year2020-12-31$159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,057
Other income not declared elsewhere2020-12-31$1,047
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$983,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,084,363
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,100,617
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
Investment advisory and management fees2020-12-31$1,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,571,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,618,384
Interest on participant loans2020-12-31$7,663
Value of interest in common/collective trusts at end of year2020-12-31$62,445
Value of interest in common/collective trusts at beginning of year2020-12-31$52,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$279,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$286,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$462,282
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$371,921
Employer contributions (assets) at end of year2020-12-31$1,297
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$451,875
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,057
Total income from all sources (including contributions)2019-12-31$1,309,670
Total of all expenses incurred2019-12-31$658,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$632,645
Expenses. Certain deemed distributions of participant loans2019-12-31$20,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$623,413
Value of total assets at end of year2019-12-31$4,106,674
Value of total assets at beginning of year2019-12-31$3,449,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,250
Total interest from all sources2019-12-31$6,446
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,214
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$184,214
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$480,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$335,573
Participant contributions at end of year2019-12-31$145,646
Participant contributions at beginning of year2019-12-31$108,846
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,077
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,057
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$650,709
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,100,617
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,449,908
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
Investment advisory and management fees2019-12-31$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,618,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,887,102
Interest on participant loans2019-12-31$6,106
Value of interest in common/collective trusts at end of year2019-12-31$52,872
Value of interest in common/collective trusts at beginning of year2019-12-31$96,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$286,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$333,989
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$495,597
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$211,763
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$632,645
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 NORTH TEXAS FOOD BANK 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$322,245
Total of all expenses incurred2018-12-31$1,620,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,576,018
Expenses. Certain deemed distributions of participant loans2018-12-31$40,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$492,240
Value of total assets at end of year2018-12-31$3,449,908
Value of total assets at beginning of year2018-12-31$4,748,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,260
Total interest from all sources2018-12-31$3,851
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$225,112
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$225,112
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
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$239,648
Participant contributions at end of year2018-12-31$108,846
Participant contributions at beginning of year2018-12-31$88,101
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,667
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,298,499
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,449,908
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,748,407
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
Investment advisory and management fees2018-12-31$4,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,887,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,004,627
Interest on participant loans2018-12-31$3,851
Value of interest in common/collective trusts at end of year2018-12-31$96,897
Value of interest in common/collective trusts at beginning of year2018-12-31$298,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,089
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$333,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$339,417
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-398,958
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$251,363
Employer contributions (assets) at end of year2018-12-31$10,985
Employer contributions (assets) at beginning of year2018-12-31$9,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,576,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 NORTH TEXAS FOOD BANK 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,220,626
Total of all expenses incurred2017-12-31$1,089,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,071,536
Expenses. Certain deemed distributions of participant loans2017-12-31$14,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$521,891
Value of total assets at end of year2017-12-31$4,748,407
Value of total assets at beginning of year2017-12-31$4,617,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,211
Total interest from all sources2017-12-31$3,330
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$161,428
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$161,428
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$246,488
Participant contributions at end of year2017-12-31$88,101
Participant contributions at beginning of year2017-12-31$80,773
Participant contributions at end of year2017-12-31$8,667
Participant contributions at beginning of year2017-12-31$10,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$130,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,748,407
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,617,414
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
Investment advisory and management fees2017-12-31$3,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,004,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,539,183
Interest on participant loans2017-12-31$3,330
Value of interest in common/collective trusts at end of year2017-12-31$298,247
Value of interest in common/collective trusts at beginning of year2017-12-31$624,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$339,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$351,115
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$533,977
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$275,403
Employer contributions (assets) at end of year2017-12-31$9,348
Employer contributions (assets) at beginning of year2017-12-31$11,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,071,536
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 NORTH TEXAS FOOD BANK 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$918,176
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$170,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$168,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$569,081
Value of total assets at end of year2016-12-31$4,617,414
Value of total assets at beginning of year2016-12-31$3,869,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,664
Total interest from all sources2016-12-31$623
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$134,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$134,208
Administrative expenses professional fees incurred2016-12-31$1,664
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$264,251
Participant contributions at end of year2016-12-31$80,773
Participant contributions at end of year2016-12-31$10,220
Participant contributions at beginning of year2016-12-31$7,832
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$747,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,617,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,869,665
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$3,539,183
Value of interest in pooled separate accounts at end of year2016-12-31$624,289
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,993,825
Interest on participant loans2016-12-31$623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$351,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$849,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$214,264
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$304,830
Employer contributions (assets) at end of year2016-12-31$11,834
Employer contributions (assets) at beginning of year2016-12-31$18,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$168,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 NORTH TEXAS FOOD BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$619,462
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$249,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$247,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$642,685
Value of total assets at end of year2015-12-31$3,869,665
Value of total assets at beginning of year2015-12-31$3,500,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,173
Total interest from all sources2015-12-31$15,429
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$350,019
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$237,608
Participant contributions at end of year2015-12-31$7,832
Assets. Other investments not covered elsewhere at end of year2015-12-31$849,277
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$778,097
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,424
Administrative expenses (other) incurred2015-12-31$2,173
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$369,473
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,869,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,500,192
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
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$15,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,993,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,722,095
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-38,652
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$361,653
Employer contributions (assets) at end of year2015-12-31$18,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$247,816
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 NORTH TEXAS FOOD BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$715,274
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$165,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$162,823
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$522,678
Value of total assets at end of year2014-12-31$3,500,192
Value of total assets at beginning of year2014-12-31$2,950,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,741
Total interest from all sources2014-12-31$15,244
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$350,019
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$165,197
Participant contributions at beginning of year2014-12-31$151
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$145,254
Other income not declared elsewhere2014-12-31$6
Administrative expenses (other) incurred2014-12-31$2,741
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$549,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,500,192
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,950,482
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$2,722,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,229,464
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$15,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$778,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$720,767
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$177,346
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$212,227
Employer contributions (assets) at beginning of year2014-12-31$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$162,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 NORTH TEXAS FOOD BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$894,044
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$913,635
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$186,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$183,401
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$454,004
Value of total assets at end of year2013-12-31$2,950,482
Value of total assets at beginning of year2013-12-31$1,329,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,096
Total interest from all sources2013-12-31$14,230
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$219,873
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$167,723
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$151
Participant contributions at beginning of year2013-12-31$13,668
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,627
Other income not declared elsewhere2013-12-31$2,906
Administrative expenses (other) incurred2013-12-31$3,096
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$727,138
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,950,482
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,329,300
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,229,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,096,921
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$14,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$720,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$207,764
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$442,495
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$216,654
Employer contributions (assets) at end of year2013-12-31$100
Employer contributions (assets) at beginning of year2013-12-31$10,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$183,401
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$212,798
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,250
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$150,004
Value of total assets at end of year2012-12-31$894,044
Value of total assets at beginning of year2012-12-31$695,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$510
Total interest from all sources2012-12-31$417
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$510
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$68,058
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,054
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,946
Other income not declared elsewhere2012-12-31$8,365
Administrative expenses (other) incurred2012-12-31$1,515
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$199,038
Value of net assets at end of year (total assets less liabilities)2012-12-31$894,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$695,006
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$1,096,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$522,741
Value of interest in pooled separate accounts at beginning of year2012-12-31$425,274
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$371,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$263,678
Net investment gain/loss from pooled separate accounts2012-12-31$54,429
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$115,719
Employer contributions (assets) at end of year2012-12-31$10,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,250
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 NORTH TEXAS FOOD BANK 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$124,864
Total of all expenses incurred2011-12-31$19,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$131,828
Value of total assets at end of year2011-12-31$695,006
Value of total assets at beginning of year2011-12-31$589,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$662
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$131,828
Participant contributions at end of year2011-12-31$6,054
Participant contributions at beginning of year2011-12-31$4,795
Other income not declared elsewhere2011-12-31$5,707
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$105,067
Value of net assets at end of year (total assets less liabilities)2011-12-31$695,006
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$589,939
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$425,274
Value of interest in pooled separate accounts at beginning of year2011-12-31$420,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$263,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$164,635
Net investment gain/loss from pooled separate accounts2011-12-31$-12,671
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,135
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 NORTH TEXAS FOOD BANK 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$174,180
Total of all expenses incurred2010-12-31$18,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$115,093
Value of total assets at end of year2010-12-31$589,939
Value of total assets at beginning of year2010-12-31$433,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$518
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$111,865
Participant contributions at end of year2010-12-31$4,795
Participant contributions at beginning of year2010-12-31$3,833
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,228
Other income not declared elsewhere2010-12-31$4,385
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$156,155
Value of net assets at end of year (total assets less liabilities)2010-12-31$589,939
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$433,784
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$420,509
Value of interest in pooled separate accounts at beginning of year2010-12-31$315,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$164,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$114,130
Net investment gain/loss from pooled separate accounts2010-12-31$54,702
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,507
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 NORTH TEXAS FOOD BANK

2022: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF NORTH TEXAS FOOD BANK 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 NORTH TEXAS FOOD BANK 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 NORTH TEXAS FOOD BANK 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 NORTH TEXAS FOOD BANK 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)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 NORTH TEXAS FOOD BANK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 NORTH TEXAS FOOD BANK 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered17
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $210
Amount paid for insurance broker fees210
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 number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $459
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees459
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732J
Policy instance 1
Insurance contract or identification number018732J
Number of Individuals Covered229
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 $432
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 fees432
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732J
Policy instance 1
Insurance contract or identification number018732J
Number of Individuals Covered174
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 $1,571
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1571
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732J
Policy instance 1
Insurance contract or identification number018732J
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 $4,471
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4471
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732J
Policy instance 1
Insurance contract or identification number018732J
Number of Individuals Covered120
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered60
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 $432
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 fees161
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameGORDON ESTES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered63
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 $331
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 number018732-J
Policy instance 1
Insurance contract or identification number018732-J
Number of Individuals Covered52
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $377
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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