401k Plan data: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION plan

TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

BRASHEAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: BRASHEAR ASSOCIATION

Employer identification number (EIN): 250369810

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 ANDREA M. MATTHEWS 2020-07-09
002 2018-01-01 MARION SCHAFER 2019-10-03
002 2017-01-01 HUGH BRANNAN 2018-07-31 HUGH BRANNAN 2018-07-31
002 2016-01-01 HUGH BRANNAN 2017-07-13 HUGH BRANNAN 2017-07-13
002 2015-01-01 HUGH BRANNAN 2016-07-28 HUGH BRANNAN 2016-07-28
002 2014-01-01 HUGH BRANNAN 2015-06-11 HUGH BRANNAN 2015-06-11
002 2013-01-01 HUGH BRANNAN 2014-07-24 HUGH BRANNAN 2014-07-24
002 2012-01-01 HUGH BRANNAN 2013-07-29 HUGH BRANNAN 2013-07-29
002 2011-01-01 HUGH J. BRANNAN III 2013-12-05 HUGH J. BRANNAN III 2013-12-05
002 2010-07-01 HUGH BRANNAN
002 2010-01-01 HUGH BRANNAN 2011-07-28 HUGH BRANNAN 2011-07-28
002 2009-07-01 HUGH BRANNAN
002 2009-07-01 HUGH BRANNAN 2011-01-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	ANDREA M. MATTHEWS	2020-07-09
002	2018-01-01	MARION SCHAFER	2019-10-03
002	2017-01-01	HUGH BRANNAN	2018-07-31	HUGH BRANNAN	2018-07-31
002	2016-01-01	HUGH BRANNAN	2017-07-13	HUGH BRANNAN	2017-07-13
002	2015-01-01	HUGH BRANNAN	2016-07-28	HUGH BRANNAN	2016-07-28
002	2014-01-01	HUGH BRANNAN	2015-06-11	HUGH BRANNAN	2015-06-11
002	2013-01-01	HUGH BRANNAN	2014-07-24	HUGH BRANNAN	2014-07-24
002	2012-01-01	HUGH BRANNAN	2013-07-29	HUGH BRANNAN	2013-07-29
002	2011-01-01	HUGH J. BRANNAN III	2013-12-05	HUGH J. BRANNAN III	2013-12-05
002	2010-07-01	HUGH BRANNAN
002	2010-01-01	HUGH BRANNAN	2011-07-28	HUGH BRANNAN	2011-07-28
002	2009-07-01	HUGH BRANNAN
002	2009-07-01			HUGH BRANNAN	2011-01-18

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION

Measure Date Value
2010: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2010 401k membership
Total participants, beginning-of-year 2010-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 5
Number of other retired or separated participants entitled to future benefits 2010-07-01 3
Total of all active and inactive participants 2010-07-01 8
Total participants 2010-07-01 8
2009: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 8
Total participants 2009-07-01 8
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of participants with account balances 2009-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2010: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2010 401k membership
Total participants, beginning-of-year	2010-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	5
Number of other retired or separated participants entitled to future benefits	2010-07-01	3
Total of all active and inactive participants	2010-07-01	8
Total participants	2010-07-01	8
2009: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	8
Total participants	2009-07-01	8
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of participants with account balances	2009-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION

Measure	Date	Value
2011 : TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2011 401k financial data
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$13,118
Amount contributed by the employer to the plan for this plan year	2011-06-30	$13,118
2010 : TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$12,874
Amount contributed by the employer to the plan for this plan year	2010-06-30	$12,874

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION

2010: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: TAX DEFERRED ANNUITY PLAN OF BRASHEAR ASSOCIATION 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

013778-I

Policy instance

Insurance contract or identification number	013778-I
Number of Individuals Covered	8
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	JOHN C. HILZENDEGER

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Company Name:	BRASHEAR ASSOCIATION
Employer identification number (EIN):	250369810
NAIC Classification:	624200