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401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 401k Plan overview

Plan Name401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION
Plan identification number 003

401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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.
  • 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

SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION
Employer identification number (EIN):381671500
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JEREMY ANDREWS
0032016-01-01JEREMY M. ANDREWS
0032015-01-01JEREMY M. ANDREWS
0032014-01-01JEREMY M. ANDREWS
0032013-01-01JEREMY M. ANDREWS
0032012-01-01THOMAS CIESZYNSKI
0032011-01-01THOMAS CIESZYNSKI
0032010-07-01THOMAS CIESZYNSKI
0032009-07-01THOMAS CIESZYNSKI
0032009-07-01 THOMAS CIESZYNSKI2011-04-15

Plan Statistics for 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION

401k plan membership statisitcs for 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION

Measure Date Value
2022: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2022 401k membership
Total participants, beginning-of-year2022-01-01731
Total number of active participants reported on line 7a of the Form 55002022-01-01353
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01439
Total of all active and inactive participants2022-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01801
Number of participants with account balances2022-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0146
2021: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2021 401k membership
Total participants, beginning-of-year2021-01-01759
Total number of active participants reported on line 7a of the Form 55002021-01-01404
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01322
Total of all active and inactive participants2021-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01731
Number of participants with account balances2021-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0157
2020: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2020 401k membership
Total participants, beginning-of-year2020-01-01670
Total number of active participants reported on line 7a of the Form 55002020-01-01451
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01304
Total of all active and inactive participants2020-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01759
Number of participants with account balances2020-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2019 401k membership
Total participants, beginning-of-year2019-01-01670
Total number of active participants reported on line 7a of the Form 55002019-01-01364
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01303
Total of all active and inactive participants2019-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01670
Number of participants with account balances2019-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2018 401k membership
Total participants, beginning-of-year2018-01-01672
Total number of active participants reported on line 7a of the Form 55002018-01-01397
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01271
Total of all active and inactive participants2018-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01670
Number of participants with account balances2018-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0146
2017: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2017 401k membership
Total participants, beginning-of-year2017-01-01704
Total number of active participants reported on line 7a of the Form 55002017-01-01396
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01274
Total of all active and inactive participants2017-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01672
Number of participants with account balances2017-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2016 401k membership
Total participants, beginning-of-year2016-01-01622
Total number of active participants reported on line 7a of the Form 55002016-01-01475
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01228
Total of all active and inactive participants2016-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01704
Number of participants with account balances2016-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2015 401k membership
Total participants, beginning-of-year2015-01-01589
Total number of active participants reported on line 7a of the Form 55002015-01-01393
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01227
Total of all active and inactive participants2015-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01622
Number of participants with account balances2015-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0180
2014: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2014 401k membership
Total participants, beginning-of-year2014-01-01513
Total number of active participants reported on line 7a of the Form 55002014-01-01339
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01246
Total of all active and inactive participants2014-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01589
Number of participants with account balances2014-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2013 401k membership
Total participants, beginning-of-year2013-01-01541
Total number of active participants reported on line 7a of the Form 55002013-01-01317
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01189
Total of all active and inactive participants2013-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01513
Number of participants with account balances2013-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2012 401k membership
Total participants, beginning-of-year2012-01-01559
Total number of active participants reported on line 7a of the Form 55002012-01-01360
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01541
Number of participants with account balances2012-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2011 401k membership
Total participants, beginning-of-year2011-01-01561
Total number of active participants reported on line 7a of the Form 55002011-01-01440
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01559
Number of participants with account balances2011-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2010 401k membership
Total participants, beginning-of-year2010-07-01557
Total number of active participants reported on line 7a of the Form 55002010-07-01461
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0198
Total of all active and inactive participants2010-07-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01561
Number of participants with account balances2010-07-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0110
2009: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-07-01553
Total number of active participants reported on line 7a of the Form 55002009-07-01449
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01105
Total of all active and inactive participants2009-07-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01557
Number of participants with account balances2009-07-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0126

Financial Data on 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION

Measure Date Value
2022 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$236,191
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$288,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$287,038
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$791,539
Value of total assets at end of year2022-12-31$7,716,608
Value of total assets at beginning of year2022-12-31$7,768,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,450
Total interest from all sources2022-12-31$12,643
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$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 appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-52,297
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,716,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,768,905
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,468,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,832,656
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$12,643
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,186,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,936,249
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-567,991
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$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$791,539
Employer contributions (assets) at end of year2022-12-31$61,904
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$287,038
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$1,273,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$683,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$679,806
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$767,621
Value of total assets at end of year2021-12-31$7,768,905
Value of total assets at beginning of year2021-12-31$7,178,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,251
Total interest from all sources2021-12-31$48,201
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,251
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$590,075
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,768,905
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,178,830
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$2,832,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,319,698
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$48,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,936,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,794,014
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$457,310
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$767,621
Employer contributions (assets) at beginning of year2021-12-31$65,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$679,806
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 name2021-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$1,203,195
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$503,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$499,714
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$764,377
Value of total assets at end of year2020-12-31$7,178,830
Value of total assets at beginning of year2020-12-31$6,478,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,295
Total interest from all sources2020-12-31$46,483
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,295
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$700,186
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,178,830
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,478,644
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$2,319,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,915,507
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$46,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,794,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,563,137
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$392,335
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$764,377
Employer contributions (assets) at end of year2020-12-31$65,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$499,714
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357950
2019 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$0
Total income from all sources (including contributions)2019-12-31$1,173,223
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$396,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$392,711
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$724,336
Value of total assets at end of year2019-12-31$6,478,644
Value of total assets at beginning of year2019-12-31$5,701,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,469
Total interest from all sources2019-12-31$75,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,469
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$777,043
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,478,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,701,601
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$1,915,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,428,764
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$75,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,563,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,216,992
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$373,098
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$724,336
Employer contributions (assets) at beginning of year2019-12-31$55,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$392,711
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 name2019-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$642,374
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$729,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$726,229
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$711,841
Value of total assets at end of year2018-12-31$5,701,601
Value of total assets at beginning of year2018-12-31$5,789,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,547
Total interest from all sources2018-12-31$42,197
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-87,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,701,601
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,789,003
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$1,428,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,402,265
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$42,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,216,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,300,947
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-111,664
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$711,841
Employer contributions (assets) at end of year2018-12-31$55,845
Employer contributions (assets) at beginning of year2018-12-31$85,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$726,229
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$975,511
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,376,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,372,089
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$734,471
Value of total assets at end of year2017-12-31$5,789,003
Value of total assets at beginning of year2017-12-31$6,189,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,956
Total interest from all sources2017-12-31$45,557
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$501
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-400,534
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,789,003
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,189,537
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$1,402,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,100,152
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$45,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,300,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,991,461
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$195,483
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$733,970
Employer contributions (assets) at end of year2017-12-31$85,791
Employer contributions (assets) at beginning of year2017-12-31$97,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,372,089
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$856,947
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$490,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$485,379
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$718,958
Value of total assets at end of year2016-12-31$6,189,537
Value of total assets at beginning of year2016-12-31$5,822,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,969
Total interest from all sources2016-12-31$48,395
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$18
Administrative expenses (other) incurred2016-12-31$4,969
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$366,599
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,189,537
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,822,938
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$1,100,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,043,946
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$48,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,991,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,707,599
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$89,576
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$718,958
Employer contributions (assets) at end of year2016-12-31$97,924
Employer contributions (assets) at beginning of year2016-12-31$71,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$485,379
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 name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$652,649
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$702,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$698,086
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$611,599
Value of total assets at end of year2015-12-31$5,822,938
Value of total assets at beginning of year2015-12-31$5,872,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,511
Total interest from all sources2015-12-31$47,791
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$10,583
Administrative expenses (other) incurred2015-12-31$4,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-49,948
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,822,938
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,872,886
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$1,043,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,002,185
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$47,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,707,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,870,701
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-17,324
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$611,599
Employer contributions (assets) at end of year2015-12-31$71,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$698,086
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$813,640
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$840,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$678,001
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$708,238
Value of total assets at end of year2014-12-31$5,872,886
Value of total assets at beginning of year2014-12-31$5,899,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$162,422
Total interest from all sources2014-12-31$52,361
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$162,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-26,783
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,872,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,899,669
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$1,002,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$785,971
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$52,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,870,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,113,698
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$53,041
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$708,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$678,001
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$897,298
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$824,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$806,002
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$688,261
Value of total assets at end of year2013-12-31$5,899,669
Value of total assets at beginning of year2013-12-31$5,826,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,071
Total interest from all sources2013-12-31$54,703
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$18,071
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$73,225
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,899,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,826,444
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$785,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$687,003
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$54,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,113,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,139,441
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$154,334
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$688,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$806,002
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 name2013-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$835,823
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$851,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$849,025
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$672,193
Value of total assets at end of year2012-12-31$5,826,444
Value of total assets at beginning of year2012-12-31$5,841,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,184
Total interest from all sources2012-12-31$84,373
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-15,386
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,826,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,841,831
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$687,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$692,818
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$84,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,139,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,149,013
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$79,257
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$672,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$849,025
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 name2012-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$730,371
Total of all expenses incurred2011-12-31$487,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$486,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$652,139
Value of total assets at end of year2011-12-31$5,841,831
Value of total assets at beginning of year2011-12-31$5,599,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,087
Total interest from all sources2011-12-31$100,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Administrative expenses (other) incurred2011-12-31$1,087
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$242,790
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,841,831
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,599,041
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$692,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$688,263
Interest earned on other investments2011-12-31$100,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,149,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,910,778
Net investment gain/loss from pooled separate accounts2011-12-31$-22,098
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$652,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$486,494
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 name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$497,812
Total of all expenses incurred2010-12-31$305,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$299,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$319,984
Value of total assets at end of year2010-12-31$5,599,041
Value of total assets at beginning of year2010-12-31$5,406,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,857
Total interest from all sources2010-12-31$62,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Other income not declared elsewhere2010-12-31$5,657
Administrative expenses (other) incurred2010-12-31$5,857
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$192,669
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,599,041
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,406,371
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$688,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$551,513
Interest earned on other investments2010-12-31$62,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,910,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,854,858
Net investment gain/loss from pooled separate accounts2010-12-31$109,269
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$319,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$299,286
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

Form 5500 Responses for 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION

2022: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2019: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2018: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2017: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2016: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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
2015: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2014: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2013: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 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 benefit arrangement – InsuranceYes
2010: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 401(A) THRIFT PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number905192
Policy instance 1
Insurance contract or identification number905192
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $677
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 Administration1
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
Amount paid for insurance broker fees677
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered731
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,232
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2232
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered759
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,232
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2232
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered670
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $821
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees821
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered672
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,974
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2974
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered622
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $610
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees610
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered589
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,037
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1037
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered513
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $892
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees892
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255C
Policy instance 1
Insurance contract or identification number016255C
Number of Individuals Covered541
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $549
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees261
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameANTHONY ROGALSKI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255-C
Policy instance 1
Insurance contract or identification number016255-C
Number of Individuals Covered558
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,178
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016255-C
Policy instance 1
Insurance contract or identification number016255-C
Number of Individuals Covered561
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,001
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees348
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER SCHUPPE

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