TRINITY EPISCOPAL CHURCH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2023: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 1 |
| 2022: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 1 |
| 2021: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Total participants | 2021-01-01 | 3 |
| 2020: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| 2019: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| 2018: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| 2017: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| 2016: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| 2015: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| 2014: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Total participants | 2014-01-01 | 7 |
| 2013: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| 2012: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Total participants | 2012-01-01 | 7 |
| 2011: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Total participants | 2011-01-01 | 7 |
| 2009: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 7 |
| 2023: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TRINITY EPISCOPAL CHURCH MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $170 | | Total amount of fees paid to insurance company | USD $130 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $166 | | Total amount of fees paid to insurance company | USD $124 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $133 | | Amount paid for insurance broker fees | 119 | | Additional information about fees paid to insurance broker | SERVICING | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $423 | | Total amount of fees paid to insurance company | USD $295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $344 | | Amount paid for insurance broker fees | 282 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $432 | | Total amount of fees paid to insurance company | USD $369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $333 | | Amount paid for insurance broker fees | 351 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $419 | | Total amount of fees paid to insurance company | USD $435 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $305 | | Amount paid for insurance broker fees | 408 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $387 | | Total amount of fees paid to insurance company | USD $418 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $279 | | Amount paid for insurance broker fees | 392 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $345 | | Total amount of fees paid to insurance company | USD $407 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $241 | | Amount paid for insurance broker fees | 390 | | Insurance broker organization code? | 3 | | Insurance broker name | LEONARD J DICOSTANZO |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $302 | | Total amount of fees paid to insurance company | USD $432 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $200 | | Amount paid for insurance broker fees | 416 | | Additional information about fees paid to insurance broker | INVESTMENT ACTIVITY | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN PHILIP BENDER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $295 | | Total amount of fees paid to insurance company | USD $412 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $198 | | Amount paid for insurance broker fees | 396 | | Additional information about fees paid to insurance broker | INVESTMENT ACTIVITY | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN PHILIP BENDER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $285 | | Total amount of fees paid to insurance company | USD $372 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $190 | | Amount paid for insurance broker fees | 358 | | Insurance broker organization code? | 3 | | Insurance broker name | GREGORY H BAMBACK |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $38,466 | | Total amount of fees paid to insurance company | USD $43,675 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $255 | | Amount paid for insurance broker fees | 360 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | GREGORY BAMBACK |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $403 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $634 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 21911 |
| Policy instance | 1 |
| Insurance contract or identification number | 21911 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $69 | | Total amount of fees paid to insurance company | USD $602 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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