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EVERENCE SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameEVERENCE SERVICES, LLC 401(K) PLAN
Plan identification number 001

EVERENCE SERVICES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EVERENCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:EVERENCE SERVICES, LLC
Employer identification number (EIN):351962055
NAIC Classification:541214
NAIC Description:Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERENCE SERVICES, LLC 401(K) 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
0012017-01-01GEORGE F MERRYMAN
0012016-01-01GEORGE F MERRYMAN
0012015-01-01GEORGE F MERRYMAN
0012014-01-01GEORGE MERRYMAN
0012013-01-01GEORGE F MERRYMAN
0012012-01-01GEORGE MERRYMAN
0012011-01-01GEORGE MERRYMAN
0012010-01-01GEORGE MERRYMAN
0012009-01-01GEORGE MERRYMAN

Plan Statistics for EVERENCE SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for EVERENCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2022: EVERENCE SERVICES, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01538
Total number of active participants reported on line 7a of the Form 55002022-01-01383
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01178
Total of all active and inactive participants2022-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01561
Number of participants with account balances2022-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EVERENCE SERVICES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01503
Total number of active participants reported on line 7a of the Form 55002021-01-01379
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01538
Number of participants with account balances2021-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EVERENCE SERVICES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01487
Total number of active participants reported on line 7a of the Form 55002020-01-01374
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01503
Number of participants with account balances2020-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EVERENCE SERVICES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01460
Total number of active participants reported on line 7a of the Form 55002019-01-01373
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01114
Total of all active and inactive participants2019-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01487
Number of participants with account balances2019-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EVERENCE SERVICES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01432
Total number of active participants reported on line 7a of the Form 55002018-01-01359
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01460
Number of participants with account balances2018-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: EVERENCE SERVICES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01420
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01432
Number of participants with account balances2017-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EVERENCE SERVICES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01418
Total number of active participants reported on line 7a of the Form 55002016-01-01335
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01420
Number of participants with account balances2016-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: EVERENCE SERVICES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01407
Total number of active participants reported on line 7a of the Form 55002015-01-01335
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01418
Number of participants with account balances2015-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: EVERENCE SERVICES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01416
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01407
Number of participants with account balances2014-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EVERENCE SERVICES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01391
Total number of active participants reported on line 7a of the Form 55002013-01-01366
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01416
Number of participants with account balances2013-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EVERENCE SERVICES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01439
Total number of active participants reported on line 7a of the Form 55002012-01-01375
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01432
Number of participants with account balances2012-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: EVERENCE SERVICES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01462
Total number of active participants reported on line 7a of the Form 55002011-01-01384
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01439
Number of participants with account balances2011-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: EVERENCE SERVICES, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01369
Total number of active participants reported on line 7a of the Form 55002010-01-01403
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01459
Number of participants with account balances2010-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: EVERENCE SERVICES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01356
Total number of active participants reported on line 7a of the Form 55002009-01-01330
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01369
Number of participants with account balances2009-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EVERENCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2022 : EVERENCE SERVICES, LLC 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-7,713,178
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,343,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,340,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,061,227
Value of total assets at end of year2022-12-31$49,410,686
Value of total assets at beginning of year2022-12-31$60,467,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,570
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$763,691
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$763,691
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$2,341,426
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$359,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,056,804
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,410,686
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,467,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,554,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,639,143
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,495,691
Value of interest in common/collective trusts at beginning of year2022-12-31$3,484,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$17,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$17,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,538,096
Net investment gain or loss from common/collective trusts2022-12-31$0
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$360,236
Employer contributions (assets) at end of year2022-12-31$360,236
Employer contributions (assets) at beginning of year2022-12-31$326,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,340,056
Contract administrator fees2022-12-31$3,570
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : EVERENCE SERVICES, LLC 401(K) 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$11,157,659
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,824,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,821,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,820,429
Value of total assets at end of year2021-12-31$60,467,490
Value of total assets at beginning of year2021-12-31$51,134,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,533
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$781,991
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$781,991
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$2,175,734
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$318,172
Administrative expenses (other) incurred2021-12-31$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$9,333,326
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,467,490
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,134,164
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,639,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,595,386
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$3,484,088
Value of interest in common/collective trusts at beginning of year2021-12-31$3,225,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$17,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,555,239
Net investment gain or loss from common/collective trusts2021-12-31$0
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$326,523
Employer contributions (assets) at end of year2021-12-31$326,523
Employer contributions (assets) at beginning of year2021-12-31$313,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,821,800
Contract administrator fees2021-12-31$2,533
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : EVERENCE SERVICES, LLC 401(K) 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$0
Total income from all sources (including contributions)2020-12-31$10,599,919
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,228,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,226,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,799,605
Value of total assets at end of year2020-12-31$51,134,164
Value of total assets at beginning of year2020-12-31$42,762,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,007
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$621,497
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$621,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$2,081,225
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$403,926
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$8,371,320
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,134,164
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,762,844
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,595,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,025,529
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,225,084
Value of interest in common/collective trusts at beginning of year2020-12-31$2,454,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,161,704
Net investment gain or loss from common/collective trusts2020-12-31$17,113
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$314,454
Employer contributions (assets) at end of year2020-12-31$313,694
Employer contributions (assets) at beginning of year2020-12-31$282,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,226,592
Contract administrator fees2020-12-31$2,007
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 name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : EVERENCE SERVICES, LLC 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,117
Total income from all sources (including contributions)2019-12-31$10,837,325
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,173,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,170,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,695,145
Value of total assets at end of year2019-12-31$42,762,844
Value of total assets at beginning of year2019-12-31$35,104,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,276
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$649,253
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$649,253
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$1,902,052
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$510,494
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,663,460
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,762,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,099,384
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,025,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,026,089
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,454,716
Value of interest in common/collective trusts at beginning of year2019-12-31$1,802,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,472,029
Net investment gain or loss from common/collective trusts2019-12-31$20,898
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$282,599
Employer contributions (assets) at end of year2019-12-31$282,599
Employer contributions (assets) at beginning of year2019-12-31$276,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,170,589
Contract administrator fees2019-12-31$3,276
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,117
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 name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : EVERENCE SERVICES, LLC 401(K) 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$5,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,646
Total income from all sources (including contributions)2018-12-31$839,247
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,474,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,472,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,620,932
Value of total assets at end of year2018-12-31$35,104,501
Value of total assets at beginning of year2018-12-31$36,745,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,689
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$544,987
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$544,987
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$1,871,387
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$473,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,646
Administrative expenses (other) incurred2018-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,635,710
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,099,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,735,094
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,026,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,142,305
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,802,015
Value of interest in common/collective trusts at beginning of year2018-12-31$1,343,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,417,849
Net investment gain or loss from common/collective trusts2018-12-31$91,177
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$276,397
Employer contributions (assets) at end of year2018-12-31$276,397
Employer contributions (assets) at beginning of year2018-12-31$260,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,472,268
Contract administrator fees2018-12-31$2,670
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 name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : EVERENCE SERVICES, LLC 401(K) 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$10,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,403
Total income from all sources (including contributions)2017-12-31$7,753,380
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,025,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,023,634
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,195,005
Value of total assets at end of year2017-12-31$36,745,740
Value of total assets at beginning of year2017-12-31$30,026,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,940
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$539,603
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$539,603
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$1,774,252
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$160,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19,403
Administrative expenses (other) incurred2017-12-31$50
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$6,727,806
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,735,094
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,007,288
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,142,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,861,208
Value of interest in common/collective trusts at end of year2017-12-31$1,343,320
Value of interest in common/collective trusts at beginning of year2017-12-31$918,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,018,688
Net investment gain or loss from common/collective trusts2017-12-31$84
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$260,115
Employer contributions (assets) at end of year2017-12-31$260,115
Employer contributions (assets) at beginning of year2017-12-31$246,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,023,634
Contract administrator fees2017-12-31$1,890
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 name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : EVERENCE SERVICES, LLC 401(K) 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$19,403
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$4,044,484
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$948,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$946,425
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,901,415
Value of total assets at end of year2016-12-31$30,026,691
Value of total assets at beginning of year2016-12-31$26,911,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,369
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$459,092
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$459,092
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,649,514
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19,403
Administrative expenses (other) incurred2016-12-31$29
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$3,095,690
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,007,288
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,911,598
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,861,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,038,019
Value of interest in common/collective trusts at end of year2016-12-31$918,735
Value of interest in common/collective trusts at beginning of year2016-12-31$572,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$54,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$54,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,650,125
Net investment gain or loss from common/collective trusts2016-12-31$33,852
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$246,748
Employer contributions (assets) at end of year2016-12-31$246,748
Employer contributions (assets) at beginning of year2016-12-31$246,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$946,425
Contract administrator fees2016-12-31$2,340
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 name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : EVERENCE SERVICES, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$37,669
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$1,773,356
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,445,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,439,672
Value of total corrective distributions2015-12-31$4,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,883,822
Value of total assets at end of year2015-12-31$26,911,598
Value of total assets at beginning of year2015-12-31$26,546,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,962
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$435,863
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$435,863
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,637,218
Administrative expenses (other) incurred2015-12-31$357
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$327,547
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,911,598
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,546,382
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,038,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,760,961
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$572,887
Value of interest in common/collective trusts at beginning of year2015-12-31$546,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$54,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-570,806
Net investment gain or loss from common/collective trusts2015-12-31$24,477
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$246,604
Employer contributions (assets) at end of year2015-12-31$246,604
Employer contributions (assets) at beginning of year2015-12-31$239,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,439,672
Contract administrator fees2015-12-31$1,605
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 name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : EVERENCE SERVICES, LLC 401(K) 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$182
Total income from all sources (including contributions)2014-12-31$3,662,068
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,809,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,809,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,837,468
Value of total assets at end of year2014-12-31$26,546,382
Value of total assets at beginning of year2014-12-31$24,694,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$196,640
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$196,640
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,581,389
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,275
Liabilities. Value of operating payables at beginning of year2014-12-31$182
Total non interest bearing cash at beginning of year2014-12-31$65
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$1,852,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,546,382
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,694,249
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$25,760,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,458,453
Value of interest in common/collective trusts at end of year2014-12-31$546,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,627,463
Net investment gain or loss from common/collective trusts2014-12-31$497
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$239,804
Employer contributions (assets) at end of year2014-12-31$239,067
Employer contributions (assets) at beginning of year2014-12-31$235,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,809,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : EVERENCE SERVICES, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,793
Total income from all sources (including contributions)2013-12-31$5,869,023
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$461,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$459,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,783,163
Value of total assets at end of year2013-12-31$24,694,431
Value of total assets at beginning of year2013-12-31$19,347,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,122
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$854,679
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$854,679
Administrative expenses professional fees incurred2013-12-31$2,122
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,535,654
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$60,793
Liabilities. Value of operating payables at end of year2013-12-31$182
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$65
Total non interest bearing cash at beginning of year2013-12-31$48,308
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$5,407,649
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,694,249
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,286,600
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$24,458,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,608,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$456,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$456,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,231,181
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$235,913
Employer contributions (assets) at end of year2013-12-31$235,913
Employer contributions (assets) at beginning of year2013-12-31$234,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$459,252
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : EVERENCE SERVICES, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,463
Total income from all sources (including contributions)2012-12-31$4,064,283
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,198,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,194,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,856,423
Value of total assets at end of year2012-12-31$19,347,393
Value of total assets at beginning of year2012-12-31$16,455,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,643
Total interest from all sources2012-12-31$184
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$560,039
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$560,039
Administrative expenses professional fees incurred2012-12-31$3,643
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,502,766
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$119,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$60,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$34,463
Total non interest bearing cash at end of year2012-12-31$48,308
Total non interest bearing cash at beginning of year2012-12-31$32,275
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$2,865,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,286,600
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,420,868
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$18,608,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,628,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$456,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$559,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$559,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,647,637
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$234,610
Employer contributions (assets) at end of year2012-12-31$234,610
Employer contributions (assets) at beginning of year2012-12-31$235,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,194,908
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : EVERENCE SERVICES, LLC 401(K) 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$34,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,986
Total income from all sources (including contributions)2011-12-31$1,629,847
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,245,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,242,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,768,967
Value of total assets at end of year2011-12-31$16,455,331
Value of total assets at beginning of year2011-12-31$16,072,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,420
Total interest from all sources2011-12-31$167
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$394,720
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$394,720
Administrative expenses professional fees incurred2011-12-31$3,420
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,511,038
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$34,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$35,986
Total non interest bearing cash at end of year2011-12-31$32,275
Total non interest bearing cash at beginning of year2011-12-31$34,258
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$384,099
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,420,868
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,036,769
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,628,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,370,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$559,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$455,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$455,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-534,007
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$235,452
Employer contributions (assets) at end of year2011-12-31$235,452
Employer contributions (assets) at beginning of year2011-12-31$213,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,242,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : EVERENCE SERVICES, LLC 401(K) 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$35,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,040,903
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$668,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$667,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,179,941
Value of total assets at end of year2010-12-31$16,072,755
Value of total assets at beginning of year2010-12-31$12,664,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,727
Total interest from all sources2010-12-31$191
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$284,533
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$284,533
Administrative expenses professional fees incurred2010-12-31$1,727
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,363,652
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$603,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$35,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$34,258
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$3,372,093
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,036,769
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,664,676
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,370,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,062,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$455,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$416,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$416,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,576,238
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$213,067
Employer contributions (assets) at end of year2010-12-31$213,067
Employer contributions (assets) at beginning of year2010-12-31$185,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$667,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : EVERENCE SERVICES, LLC 401(K) 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 EVERENCE SERVICES, LLC 401(K) PLAN

2022: EVERENCE SERVICES, LLC 401(K) 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: EVERENCE SERVICES, LLC 401(K) 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: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVERENCE SERVICES, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVERENCE SERVICES, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EVERENCE SERVICES, LLC 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EVERENCE SERVICES, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EVERENCE SERVICES, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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