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UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 401k Plan overview

Plan NameUNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN
Plan identification number 001

UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) 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.

401k Sponsoring company profile

UMH MANAGEMENT SERVICES CORP. has sponsored the creation of one or more 401k plans.

Company Name:UMH MANAGEMENT SERVICES CORP.
Employer identification number (EIN):161486032
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD RUNYON
0012016-01-01RICHARD RUNYON
0012015-01-01RICHARD RUNYON
0012014-01-01RICHARD RUNYON
0012013-01-01RICHARD RUNYON
0012012-01-01RICHARD RUNYON
0012011-01-01RICHARD RUNYON
0012009-01-01RICHARD RUNYON
0012009-01-01RICHARD RUNYON

Plan Statistics for UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN

401k plan membership statisitcs for UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN

Measure Date Value
2022: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,012
Total number of active participants reported on line 7a of the Form 55002022-01-01880
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01978
Number of participants with account balances2022-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,101
Total number of active participants reported on line 7a of the Form 55002021-01-01905
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01103
Total of all active and inactive participants2021-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,012
Number of participants with account balances2021-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,137
Total number of active participants reported on line 7a of the Form 55002020-01-011,002
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,101
Number of participants with account balances2020-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,173
Total number of active participants reported on line 7a of the Form 55002019-01-011,050
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,137
Number of participants with account balances2019-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,149
Total number of active participants reported on line 7a of the Form 55002018-01-011,085
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,173
Number of participants with account balances2018-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,258
Total number of active participants reported on line 7a of the Form 55002017-01-011,077
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,149
Number of participants with account balances2017-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,154
Total number of active participants reported on line 7a of the Form 55002016-01-011,081
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01174
Total of all active and inactive participants2016-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,258
Number of participants with account balances2016-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,144
Total number of active participants reported on line 7a of the Form 55002015-01-011,097
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,154
Number of participants with account balances2015-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,080
Total number of active participants reported on line 7a of the Form 55002014-01-011,082
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-011,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,144
Number of participants with account balances2014-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,131
Total number of active participants reported on line 7a of the Form 55002013-01-011,010
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-011,080
Total participants2013-01-011,080
Number of participants with account balances2013-01-01548
2012: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,115
Total number of active participants reported on line 7a of the Form 55002012-01-011,059
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-011,131
Total participants2012-01-011,131
Number of participants with account balances2012-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,291
Total number of active participants reported on line 7a of the Form 55002011-01-011,054
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,115
Number of participants with account balances2011-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,113
Total number of active participants reported on line 7a of the Form 55002009-01-011,216
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,266
Number of participants with account balances2009-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN

Measure Date Value
2022 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,107,796
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,443,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,312,468
Expenses. Certain deemed distributions of participant loans2022-12-31$15,371
Value of total corrective distributions2022-12-31$2,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,870,259
Value of total assets at end of year2022-12-31$25,033,322
Value of total assets at beginning of year2022-12-31$30,584,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,591
Total interest from all sources2022-12-31$23,012
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$783,546
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$783,546
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$1,292,645
Participant contributions at end of year2022-12-31$427,305
Participant contributions at beginning of year2022-12-31$461,316
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,836,196
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,165,534
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,551,247
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,033,322
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,584,569
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
Investment advisory and management fees2022-12-31$52,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,769,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,957,719
Interest on participant loans2022-12-31$23,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,784,613
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$529,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,312,468
Contract administrator fees2022-12-31$61,590
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,574,867
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,720,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,553,567
Expenses. Certain deemed distributions of participant loans2021-12-31$38,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,761,260
Value of total assets at end of year2021-12-31$30,584,569
Value of total assets at beginning of year2021-12-31$27,730,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,251
Total interest from all sources2021-12-31$26,187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,470,687
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$1,470,687
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$1,217,289
Participant contributions at end of year2021-12-31$461,316
Participant contributions at beginning of year2021-12-31$511,792
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,165,534
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,086,266
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,854,099
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,584,569
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,730,470
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
Investment advisory and management fees2021-12-31$73,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,957,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,132,412
Interest on participant loans2021-12-31$26,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,316,733
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$487,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,553,567
Contract administrator fees2021-12-31$54,559
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,710
Total income from all sources (including contributions)2020-12-31$5,235,672
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,829,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,717,231
Expenses. Certain deemed distributions of participant loans2020-12-31$2,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,620,916
Value of total assets at end of year2020-12-31$27,730,470
Value of total assets at beginning of year2020-12-31$24,336,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$109,403
Total interest from all sources2020-12-31$28,773
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$841,706
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$841,706
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,108,105
Participant contributions at end of year2020-12-31$511,792
Participant contributions at beginning of year2020-12-31$477,485
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,086,266
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,517,237
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,710
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$3,406,290
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,730,470
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,324,180
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$61,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,132,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,342,168
Interest on participant loans2020-12-31$28,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,744,277
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$509,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,717,231
Contract administrator fees2020-12-31$47,690
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,002,661
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,945,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,827,546
Expenses. Certain deemed distributions of participant loans2019-12-31$956
Value of total corrective distributions2019-12-31$18,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,806,099
Value of total assets at end of year2019-12-31$24,336,890
Value of total assets at beginning of year2019-12-31$20,266,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,837
Total interest from all sources2019-12-31$24,433
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$799,743
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$799,743
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$1,070,025
Participant contributions at end of year2019-12-31$477,485
Participant contributions at beginning of year2019-12-31$478,094
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,517,237
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,218,864
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,175
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$4,057,349
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,324,180
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,266,831
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$56,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,342,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,569,873
Interest on participant loans2019-12-31$24,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,372,386
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$726,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,827,546
Contract administrator fees2019-12-31$38,902
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 name2019-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2019-12-31390859910
2018 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$980,408
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,894,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,785,774
Expenses. Certain deemed distributions of participant loans2018-12-31$2,422
Value of total corrective distributions2018-12-31$9,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,808,311
Value of total assets at end of year2018-12-31$20,266,831
Value of total assets at beginning of year2018-12-31$21,180,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,651
Total interest from all sources2018-12-31$25,558
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$814,425
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$814,425
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,057,849
Participant contributions at end of year2018-12-31$478,094
Participant contributions at beginning of year2018-12-31$568,938
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,218,864
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,296,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,100
Administrative expenses (other) incurred2018-12-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-913,657
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,266,831
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,180,488
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$83,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,569,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,315,322
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$25,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,667,886
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$721,362
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,785,774
Contract administrator fees2018-12-31$10,527
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,829,213
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,606,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,496,075
Expenses. Certain deemed distributions of participant loans2017-12-31$11,677
Value of total corrective distributions2017-12-31$8,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,761,626
Value of total assets at end of year2017-12-31$21,180,488
Value of total assets at beginning of year2017-12-31$17,958,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,884
Total interest from all sources2017-12-31$22,267
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$769,786
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$769,786
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,033,640
Participant contributions at end of year2017-12-31$568,938
Participant contributions at beginning of year2017-12-31$499,999
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,296,228
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,296
Other income not declared elsewhere2017-12-31$18,237
Administrative expenses (other) incurred2017-12-31$2,019
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$3,222,291
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,180,488
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,958,197
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$77,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,315,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,991,633
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,466,565
Interest on participant loans2017-12-31$22,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,257,297
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$706,690
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,496,075
Contract administrator fees2017-12-31$11,656
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 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$2,922,188
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,786,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,696,650
Expenses. Certain deemed distributions of participant loans2016-12-31$939
Value of total corrective distributions2016-12-31$10,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,621,675
Value of total assets at end of year2016-12-31$17,958,197
Value of total assets at beginning of year2016-12-31$16,822,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,353
Total interest from all sources2016-12-31$15,529
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$572,377
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$572,377
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$997,466
Participant contributions at end of year2016-12-31$499,999
Participant contributions at beginning of year2016-12-31$377,098
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,759
Administrative expenses (other) incurred2016-12-31$1,450
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$1,135,315
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,958,197
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,822,882
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
Investment advisory and management fees2016-12-31$66,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,991,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,978,942
Value of interest in pooled separate accounts at end of year2016-12-31$1,466,565
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,341,035
Interest on participant loans2016-12-31$15,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$712,607
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$613,450
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$125,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,696,650
Contract administrator fees2016-12-31$9,962
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 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$2,147,846
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,465,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,388,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,082,383
Value of total assets at end of year2015-12-31$16,822,882
Value of total assets at beginning of year2015-12-31$16,140,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,925
Total interest from all sources2015-12-31$15,362
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$760,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$760,287
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$929,876
Participant contributions at end of year2015-12-31$377,098
Participant contributions at beginning of year2015-12-31$353,829
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$27,824
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$383,351
Administrative expenses (other) incurred2015-12-31$1,450
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$682,181
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,822,882
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,140,701
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
Investment advisory and management fees2015-12-31$66,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,978,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,386,589
Value of interest in pooled separate accounts at end of year2015-12-31$1,341,035
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,350,455
Interest on participant loans2015-12-31$15,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-710,186
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$769,156
Employer contributions (assets) at end of year2015-12-31$125,807
Employer contributions (assets) at beginning of year2015-12-31$22,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,388,740
Contract administrator fees2015-12-31$9,055
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 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$2,591,213
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,531,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,481,613
Value of total corrective distributions2014-12-31$7,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,694,714
Value of total assets at end of year2014-12-31$16,140,701
Value of total assets at beginning of year2014-12-31$15,080,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,916
Total interest from all sources2014-12-31$9,474
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$607,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$607,539
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$938,728
Participant contributions at end of year2014-12-31$353,829
Participant contributions at beginning of year2014-12-31$212,565
Participant contributions at end of year2014-12-31$27,824
Participant contributions at beginning of year2014-12-31$700
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$117,512
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$1,059,993
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,140,701
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,080,708
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$14,386,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,840,543
Value of interest in pooled separate accounts at end of year2014-12-31$1,350,455
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$9,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$26,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$279,486
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$638,474
Employer contributions (assets) at end of year2014-12-31$22,004
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,481,613
Contract administrator fees2014-12-31$41,916
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,632,955
Total of all expenses incurred2013-12-31$2,482,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,356,356
Expenses. Certain deemed distributions of participant loans2013-12-31$23,804
Value of total corrective distributions2013-12-31$14,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,531,101
Value of total assets at end of year2013-12-31$15,080,708
Value of total assets at beginning of year2013-12-31$13,929,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$87,276
Total interest from all sources2013-12-31$9,599
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$643,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$643,222
Administrative expenses professional fees incurred2013-12-31$13,195
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$886,234
Participant contributions at end of year2013-12-31$212,565
Participant contributions at beginning of year2013-12-31$229,375
Participant contributions at end of year2013-12-31$700
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,620
Other income not declared elsewhere2013-12-31$1,449,033
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$1,150,849
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,080,708
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,929,859
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$14,840,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,675,984
Interest on participant loans2013-12-31$8,903
Interest earned on other investments2013-12-31$696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$26,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$604,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,356,356
Contract administrator fees2013-12-31$74,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31HILTON & POWERS, CPAS, P.C.
Accountancy firm EIN2013-12-31205762969
2012 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,074,747
Total of all expenses incurred2012-12-31$1,078,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$925,324
Expenses. Certain deemed distributions of participant loans2012-12-31$25,146
Value of total corrective distributions2012-12-31$15,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,605,312
Value of total assets at end of year2012-12-31$13,929,859
Value of total assets at beginning of year2012-12-31$11,934,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$112,572
Total interest from all sources2012-12-31$9,537
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$273,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$273,819
Administrative expenses professional fees incurred2012-12-31$13,928
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$885,253
Participant contributions at end of year2012-12-31$229,375
Participant contributions at beginning of year2012-12-31$199,318
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$125,398
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$1,995,858
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,929,859
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,934,001
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$13,675,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,717,691
Income. Interest from loans (other than to participants)2012-12-31$8,934
Interest earned on other investments2012-12-31$603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,186,079
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$594,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$925,324
Contract administrator fees2012-12-31$98,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HILTON & POWERS, CPAS, P.C.
Accountancy firm EIN2012-12-31205762969
2011 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,385,918
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,842,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,779,567
Value of total corrective distributions2011-12-31$7,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,456,083
Value of total assets at end of year2011-12-31$11,934,001
Value of total assets at beginning of year2011-12-31$12,390,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,683
Total interest from all sources2011-12-31$9,004
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$329,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$329,596
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$847,190
Participant contributions at end of year2011-12-31$199,318
Participant contributions at beginning of year2011-12-31$253,566
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-456,365
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,934,001
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,390,366
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
Investment advisory and management fees2011-12-31$39,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,717,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,126,961
Interest on participant loans2011-12-31$8,549
Interest earned on other investments2011-12-31$446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-408,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$573,749
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,779,567
Contract administrator fees2011-12-31$15,763
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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 name2011-12-31HILTON & POWERS, CPAS, P.C.
Accountancy firm EIN2011-12-31205762969
2010 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,764
Total income from all sources (including contributions)2010-12-31$2,725,499
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$885,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$796,701
Value of total corrective distributions2010-12-31$12,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,509,942
Value of total assets at end of year2010-12-31$12,390,366
Value of total assets at beginning of year2010-12-31$10,559,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$76,993
Total interest from all sources2010-12-31$8,839
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$233,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$233,461
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$888,551
Participant contributions at end of year2010-12-31$253,566
Participant contributions at beginning of year2010-12-31$146,229
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$20
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$1,839,755
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,390,366
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,550,611
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
Investment advisory and management fees2010-12-31$60,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,126,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,397,392
Interest on participant loans2010-12-31$8,446
Interest earned on other investments2010-12-31$393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$973,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$621,391
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$796,701
Contract administrator fees2010-12-31$16,151
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$8,764
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 name2010-12-31HILTON & POWERS, CPAS, P.C.
Accountancy firm EIN2010-12-31205762969
2009 : UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN

2022: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 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: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED METHODIST HOMES OF WYOMING CONFERENCE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA63418
Policy instance 1
Insurance contract or identification numberGA63418
Number of Individuals Covered559
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA63418
Policy instance 1
Insurance contract or identification numberGA63418
Number of Individuals Covered548
Insurance policy start date2015-09-15
Insurance policy end date2015-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-CA4M
Policy instance 1
Insurance contract or identification numberGAP-D2-CA4M
Number of Individuals Covered555
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA63418
Policy instance 2
Insurance contract or identification numberGA63418
Number of Individuals Covered555
Insurance policy start date2014-09-15
Insurance policy end date2014-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-CA4M
Policy instance 1
Insurance contract or identification numberGAP-D2-CA4M
Number of Individuals Covered548
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-CA4M
Policy instance 1
Insurance contract or identification numberGAP-D2-CA4M
Number of Individuals Covered552
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-CA4M
Policy instance 1
Insurance contract or identification numberGAP-D2-CA4M
Number of Individuals Covered558
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-CA4M
Policy instance 1
Insurance contract or identification numberGAP-D2-CA4M
Number of Individuals Covered615
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

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