401k Plan data: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS plan

TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations. Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION

Employer identification number (EIN): 136022018

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOHN B KRIEGER 2023-05-31 JOHN B KRIEGER 2023-05-31
002 2021-01-01 JOHN B KRIEGER 2022-06-21 JOHN B KRIEGER 2022-06-21
002 2020-01-01 JOHN B KRIEGER 2021-06-28 JOHN B KRIEGER 2021-06-28
002 2019-01-01 JOHN B KRIEGER 2020-07-22 JOHN B KRIEGER 2020-07-22
002 2018-01-01 JOHN B KRIEGER 2019-07-16 JOHN B KRIEGER 2019-07-16
002 2017-01-01
002 2016-01-01
002 2015-01-01 JOHN B KRIEGER
002 2014-01-01 JOHN B KRIEGER
002 2013-01-01 JOHN B KRIEGER
002 2012-01-01 JOHN B KRIEGER
002 2009-01-01 JOHN B KRIEGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOHN B KRIEGER	2023-05-31	JOHN B KRIEGER	2023-05-31
002	2021-01-01	JOHN B KRIEGER	2022-06-21	JOHN B KRIEGER	2022-06-21
002	2020-01-01	JOHN B KRIEGER	2021-06-28	JOHN B KRIEGER	2021-06-28
002	2019-01-01	JOHN B KRIEGER	2020-07-22	JOHN B KRIEGER	2020-07-22
002	2018-01-01	JOHN B KRIEGER	2019-07-16	JOHN B KRIEGER	2019-07-16
002	2017-01-01
002	2016-01-01
002	2015-01-01	JOHN B KRIEGER
002	2014-01-01	JOHN B KRIEGER
002	2013-01-01	JOHN B KRIEGER
002	2012-01-01	JOHN B KRIEGER
002	2009-01-01	JOHN B KRIEGER

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

Measure Date Value
2016: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2015: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Number of employers contributing to the scheme 2015-01-01 1
2014: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Number of employers contributing to the scheme 2014-01-01 2
2013: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Number of employers contributing to the scheme 2012-01-01 2
2009: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2016: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2015: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Number of employers contributing to the scheme	2015-01-01	1
2014: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Number of employers contributing to the scheme	2014-01-01	2
2013: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Number of employers contributing to the scheme	2012-01-01	2
2009: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

Measure	Date	Value
2016 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 401k financial data
Total income from all sources	2016-12-31	$70,531
Total plan assets at end of year	2016-12-31	$471,051
Total plan assets at beginning of year	2016-12-31	$400,520
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$46,531
Net income (gross income less expenses)	2016-12-31	$70,531
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$471,051
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$400,520
2015 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 401k financial data
Total income from all sources	2015-12-31	$15,563
Total plan assets at end of year	2015-12-31	$400,520
Total plan assets at beginning of year	2015-12-31	$384,957
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-8,437
Net income (gross income less expenses)	2015-12-31	$15,563
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$400,520
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$384,957
2014 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 401k financial data
Total income from all sources	2014-12-31	$47,749
Total plan assets at end of year	2014-12-31	$384,957
Total plan assets at beginning of year	2014-12-31	$337,208
Total contributions received or receivable from participants	2014-12-31	$23,934
Other income received	2014-12-31	$23,815
Net income (gross income less expenses)	2014-12-31	$47,749
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$384,957
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$337,208
2013 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 401k financial data
Total income from all sources	2013-12-31	$98,295
Total plan assets at end of year	2013-12-31	$337,208
Total plan assets at beginning of year	2013-12-31	$238,913
Total contributions received or receivable from participants	2013-12-31	$22,826
Other income received	2013-12-31	$75,469
Net income (gross income less expenses)	2013-12-31	$98,295
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$337,208
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$238,913
2012 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 401k financial data
Total income from all sources	2012-12-31	$44,494
Total plan assets at end of year	2012-12-31	$238,913
Total plan assets at beginning of year	2012-12-31	$194,419
Total contributions received or receivable from participants	2012-12-31	$16,346
Other income received	2012-12-31	$28,148
Net income (gross income less expenses)	2012-12-31	$44,494
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$238,913
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$194,419
2011 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2011 401k financial data
Total income from all sources	2011-12-31	$8,673
Total plan assets at end of year	2011-12-31	$194,419
Total plan assets at beginning of year	2011-12-31	$185,746
Total contributions received or receivable from participants	2011-12-31	$16,500
Other income received	2011-12-31	$-7,827
Net income (gross income less expenses)	2011-12-31	$8,673
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$194,419
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$185,746
2010 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2010 401k financial data
Total income from all sources	2010-12-31	$46,955
Total plan assets at end of year	2010-12-31	$185,746
Total plan assets at beginning of year	2010-12-31	$138,791
Total contributions received or receivable from participants	2010-12-31	$16,500
Other income received	2010-12-31	$30,455
Net income (gross income less expenses)	2010-12-31	$46,955
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$185,746
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$138,791

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

2016: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 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: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2009: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

021924-A

Policy instance

Insurance contract or identification number	021924-A
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $21
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

021924-A

Policy instance

Insurance contract or identification number	021924-A
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $29
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	29
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

021924-A

Policy instance

Insurance contract or identification number	021924-A
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of fees paid to insurance company	USD $21
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

021924-A

Policy instance

Insurance contract or identification number	021924-A
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $5
Insurance broker organization code?	3
Insurance broker name	RICHARD TANKOOS

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION
Employer identification number (EIN):	136022018
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations