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GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 401k Plan overview

Plan NameGIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN
Plan identification number 004

GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GIRL SCOUTS OF MONTANA AND WYOMING has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF MONTANA AND WYOMING
Employer identification number (EIN):816001486
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-10-01DEBY MURCH2023-08-18
0042020-10-01DARCI HERTZ2022-05-13
0042019-10-01DARCI HERTZ2021-04-19
0042018-10-01DEBY MURCH2020-01-07
0042017-10-01DEBY MURCH2019-03-04
0042016-10-01DEBY MURCH2018-03-07
0042015-10-01RUTH MICHEL2017-04-25
0042014-10-01DEBY MURCH2016-03-04
0042013-10-01DEBY MURCH2015-04-22
0042012-10-01DEBY MURCH2014-04-29
0042011-10-01DEBY MURCH2013-04-29
0042010-10-01HOLLY C CARTER2012-04-26
0042009-10-01HOLLY CARTER
0042008-10-01HOLLY CARTER
0042003-10-01HOLLY CARTER

Plan Statistics for GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN

401k plan membership statisitcs for GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN

Measure Date Value
2009: GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0119
Total number of active participants reported on line 7a of the Form 55002009-10-0117
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-015
Total of all active and inactive participants2009-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0122
Number of participants with account balances2009-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2008: GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0111
Total number of active participants reported on line 7a of the Form 55002008-10-0118
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-011
Total of all active and inactive participants2008-10-0119
Total participants2008-10-0119
Number of participants with account balances2008-10-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-010
2003: GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 2003 401k membership
Total participants, beginning-of-year2003-10-010
Total number of active participants reported on line 7a of the Form 55002003-10-0123
Number of retired or separated participants receiving benefits2003-10-010
Number of other retired or separated participants entitled to future benefits2003-10-010
Total of all active and inactive participants2003-10-0123
Total participants2003-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-10-011

Form 5500 Responses for GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN

2009: GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2003: GIRL SCOUTS OF MONTANA AND WYOMING 403B PLAN 2003 form 5500 responses
2003-10-01Type of plan entitySingle employer plan
2003-10-01First time form 5500 has been submittedYes
2003-10-01Submission has been amendedNo
2003-10-01This submission is the final filingNo
2003-10-01This return/report is a short plan year return/report (less than 12 months)No
2003-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069652C
Policy instance 1
Insurance contract or identification number069652C
Number of Individuals Covered19
Insurance policy start date2008-10-01
Insurance policy end date2009-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61
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 fees15
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKEVIN DOYLE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069652C
Policy instance 1
Insurance contract or identification number069652C
Number of Individuals Covered11
Insurance policy start date2007-10-01
Insurance policy end date2008-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24
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 fees8
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL DIXON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069652C
Policy instance 1
Insurance contract or identification number069652C
Number of Individuals Covered11
Insurance policy start date2006-10-01
Insurance policy end date2007-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37
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 fees12
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameSTEPHEN ROUTOS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069652C
Policy instance 1
Insurance contract or identification number069652C
Number of Individuals Covered13
Insurance policy start date2005-10-01
Insurance policy end date2006-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069652C
Policy instance 1
Insurance contract or identification number069652C
Number of Individuals Covered11
Insurance policy start date2004-10-01
Insurance policy end date2005-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069652C
Policy instance 1
Insurance contract or identification number069652C
Number of Individuals Covered23
Insurance policy start date2003-10-01
Insurance policy end date2004-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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