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UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameUNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN
Plan identification number 001

UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNION GOSPEL MISSION ASSOCIATION OF ST. PAUL has sponsored the creation of one or more 401k plans.

Company Name:UNION GOSPEL MISSION ASSOCIATION OF ST. PAUL
Employer identification number (EIN):410705847
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNE JOHNSON ANNE JOHNSON2018-08-07
0012016-01-01ANNE M. JOHNSON ANNE M. JOHNSON2017-07-28
0012015-01-012016-09-21
0012015-01-01ANNE M JOHNSON ANNE M JOHNSON2016-09-21
0012014-01-01KORWIN SCHMIDT
0012013-01-01KORWIN SCHMIDT
0012012-01-01KORWIN SCHMIDT

Plan Statistics for UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01140
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-01103
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01144
Number of participants with account balances2021-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01147
Number of participants with account balances2020-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01152
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01148
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01144
2017: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01124
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-01124
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01108
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01108
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-0192
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01120
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-324,724
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$343,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$336,693
Expenses. Certain deemed distributions of participant loans2022-12-31$1,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$389,884
Value of total assets at end of year2022-12-31$3,663,077
Value of total assets at beginning of year2022-12-31$4,331,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,835
Total interest from all sources2022-12-31$4,964
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$282,907
Participant contributions at end of year2022-12-31$47,514
Participant contributions at beginning of year2022-12-31$57,067
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-667,945
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,663,077
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,331,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,390,376
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,109,919
Interest on participant loans2022-12-31$2,397
Interest earned on other investments2022-12-31$2,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$225,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$164,036
Net investment gain/loss from pooled separate accounts2022-12-31$-719,572
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$105,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$336,693
Contract administrator fees2022-12-31$4,835
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,036,534
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$564,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$556,853
Value of total corrective distributions2021-12-31$2,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$417,567
Value of total assets at end of year2021-12-31$4,331,022
Value of total assets at beginning of year2021-12-31$3,858,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,213
Total interest from all sources2021-12-31$4,051
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$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$277,555
Participant contributions at end of year2021-12-31$57,067
Participant contributions at beginning of year2021-12-31$39,308
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,222
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$472,334
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,331,022
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,858,688
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 pooled separate accounts at end of year2021-12-31$4,109,919
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,704,120
Interest on participant loans2021-12-31$2,385
Interest earned on other investments2021-12-31$1,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$164,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$115,260
Net investment gain/loss from pooled separate accounts2021-12-31$614,916
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$108,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$556,853
Contract administrator fees2021-12-31$5,213
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$926,475
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$254,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$249,804
Expenses. Certain deemed distributions of participant loans2020-12-31$359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$401,639
Value of total assets at end of year2020-12-31$3,858,688
Value of total assets at beginning of year2020-12-31$3,186,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,281
Total interest from all sources2020-12-31$5,022
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$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$274,267
Participant contributions at end of year2020-12-31$39,308
Participant contributions at beginning of year2020-12-31$65,211
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,373
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$672,031
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,858,688
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,186,657
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 pooled separate accounts at end of year2020-12-31$3,704,120
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,043,629
Interest on participant loans2020-12-31$3,244
Interest earned on other investments2020-12-31$1,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$115,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$77,817
Net investment gain/loss from pooled separate accounts2020-12-31$519,814
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$101,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$249,804
Contract administrator fees2020-12-31$4,281
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$904,479
Total income from all sources (including contributions)2019-12-31$904,479
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$341,520
Total of all expenses incurred2019-12-31$341,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$337,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$337,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$379,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$379,676
Value of total assets at end of year2019-12-31$3,186,657
Value of total assets at end of year2019-12-31$3,186,657
Value of total assets at beginning of year2019-12-31$2,623,698
Value of total assets at beginning of year2019-12-31$2,623,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,020
Total interest from all sources2019-12-31$4,479
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$281,052
Contributions received from participants2019-12-31$281,052
Participant contributions at end of year2019-12-31$65,211
Participant contributions at end of year2019-12-31$65,211
Participant contributions at beginning of year2019-12-31$47,206
Participant contributions at beginning of year2019-12-31$47,206
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,291
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,291
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
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$562,959
Value of net income/loss2019-12-31$562,959
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,186,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,186,657
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,623,698
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,623,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,043,629
Value of interest in pooled separate accounts at end of year2019-12-31$3,043,629
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,516,132
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,516,132
Interest on participant loans2019-12-31$3,359
Interest on participant loans2019-12-31$3,359
Interest earned on other investments2019-12-31$1,120
Interest earned on other investments2019-12-31$1,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$77,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$77,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$60,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$60,360
Net investment gain/loss from pooled separate accounts2019-12-31$520,324
Net investment gain/loss from pooled separate accounts2019-12-31$520,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$96,333
Contributions received in cash from employer2019-12-31$96,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$337,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$337,500
Contract administrator fees2019-12-31$4,020
Contract administrator fees2019-12-31$4,020
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$241,587
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$272,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$265,819
Expenses. Certain deemed distributions of participant loans2018-12-31$4,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$382,543
Value of total assets at end of year2018-12-31$2,623,698
Value of total assets at beginning of year2018-12-31$2,654,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,672
Total interest from all sources2018-12-31$4,361
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$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$284,549
Participant contributions at end of year2018-12-31$47,206
Participant contributions at beginning of year2018-12-31$65,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,290
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,623,698
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,654,988
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 pooled separate accounts at end of year2018-12-31$2,516,132
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,531,917
Interest on participant loans2018-12-31$3,495
Interest earned on other investments2018-12-31$866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$60,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$57,804
Net investment gain/loss from pooled separate accounts2018-12-31$-145,317
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$97,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$265,819
Contract administrator fees2018-12-31$2,672
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 name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$762,397
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$191,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$190,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$420,398
Value of total assets at end of year2017-12-31$2,654,988
Value of total assets at beginning of year2017-12-31$2,084,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,606
Total interest from all sources2017-12-31$2,768
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$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$277,449
Participant contributions at end of year2017-12-31$65,267
Participant contributions at beginning of year2017-12-31$53,948
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,011
Other income not declared elsewhere2017-12-31$66
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$570,665
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,654,988
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,084,323
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 pooled separate accounts at end of year2017-12-31$2,531,917
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,020,030
Interest on participant loans2017-12-31$2,363
Interest earned on other investments2017-12-31$405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$57,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,345
Net investment gain/loss from pooled separate accounts2017-12-31$339,165
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$96,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$190,126
Contract administrator fees2017-12-31$1,606
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 name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$552,463
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$449,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$447,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$408,291
Value of total assets at end of year2016-12-31$2,084,323
Value of total assets at beginning of year2016-12-31$1,980,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,377
Total interest from all sources2016-12-31$3,204
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$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$283,672
Participant contributions at end of year2016-12-31$53,948
Participant contributions at beginning of year2016-12-31$67,689
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,345
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$226,684
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$103,415
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,084,323
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,980,908
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 pooled separate accounts at end of year2016-12-31$2,020,030
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,686,535
Interest on participant loans2016-12-31$2,547
Interest earned on other investments2016-12-31$657
Net investment gain/loss from pooled separate accounts2016-12-31$140,968
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$102,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$447,671
Contract administrator fees2016-12-31$1,377
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 name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$650
Total income from all sources (including contributions)2015-12-31$368,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$84,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$77,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$346,328
Value of total assets at end of year2015-12-31$1,980,908
Value of total assets at beginning of year2015-12-31$1,697,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,742
Total interest from all sources2015-12-31$4,324
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$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$264,713
Participant contributions at end of year2015-12-31$67,689
Participant contributions at beginning of year2015-12-31$47,197
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$7,834
Assets. Other investments not covered elsewhere at end of year2015-12-31$226,684
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$650
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$284,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,980,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,696,686
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 pooled separate accounts at end of year2015-12-31$1,686,535
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,638,641
Interest on participant loans2015-12-31$2,293
Interest earned on other investments2015-12-31$2,031
Net investment gain/loss from pooled separate accounts2015-12-31$17,824
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$79,628
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$77,512
Contract administrator fees2015-12-31$6,742
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 name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$748
Total income from all sources (including contributions)2014-12-31$296,517
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$71,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$60,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$233,564
Value of total assets at end of year2014-12-31$1,697,336
Value of total assets at beginning of year2014-12-31$1,472,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,669
Total interest from all sources2014-12-31$2,151
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$2,000,000
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$167,880
Participant contributions at end of year2014-12-31$47,197
Participant contributions at beginning of year2014-12-31$42,647
Participant contributions at end of year2014-12-31$7,834
Participant contributions at beginning of year2014-12-31$5,748
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$748
Other income not declared elsewhere2014-12-31$270
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$225,420
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,696,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,471,266
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 pooled separate accounts at end of year2014-12-31$1,638,641
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,420,456
Interest on participant loans2014-12-31$2,151
Net investment gain/loss from pooled separate accounts2014-12-31$60,532
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$59,616
Employer contributions (assets) at end of year2014-12-31$2,514
Employer contributions (assets) at beginning of year2014-12-31$2,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,428
Contract administrator fees2014-12-31$10,669
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 name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$614
Total income from all sources (including contributions)2013-12-31$419,686
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$160,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$151,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$191,616
Value of total assets at end of year2013-12-31$1,472,014
Value of total assets at beginning of year2013-12-31$1,212,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,576
Total interest from all sources2013-12-31$2,235
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$121,225
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$135,803
Participant contributions at end of year2013-12-31$42,647
Participant contributions at beginning of year2013-12-31$58,337
Participant contributions at end of year2013-12-31$5,748
Participant contributions at beginning of year2013-12-31$5,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$614
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$259,021
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,471,266
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,212,245
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 pooled separate accounts at end of year2013-12-31$1,420,456
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,145,111
Interest on participant loans2013-12-31$2,235
Net investment gain/loss from pooled separate accounts2013-12-31$225,835
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$55,813
Employer contributions (assets) at end of year2013-12-31$2,198
Employer contributions (assets) at beginning of year2013-12-31$2,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$151,089
Contract administrator fees2013-12-31$9,576
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 name2013-12-31CLIFTONLARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$614
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$332,994
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$151,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$142,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$203,887
Value of total assets at end of year2012-12-31$1,212,859
Value of total assets at beginning of year2012-12-31$1,030,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,034
Total interest from all sources2012-12-31$2,290
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$110,000
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$149,817
Participant contributions at end of year2012-12-31$58,337
Participant contributions at beginning of year2012-12-31$47,860
Participant contributions at end of year2012-12-31$5,822
Participant contributions at beginning of year2012-12-31$6,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$7
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$181,589
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,212,245
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,030,656
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 pooled separate accounts at end of year2012-12-31$1,145,111
Value of interest in pooled separate accounts at beginning of year2012-12-31$974,699
Interest on participant loans2012-12-31$2,290
Net investment gain/loss from pooled separate accounts2012-12-31$126,810
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$54,070
Employer contributions (assets) at end of year2012-12-31$2,239
Employer contributions (assets) at beginning of year2012-12-31$931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$142,371
Contract administrator fees2012-12-31$9,034
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 name2012-12-31CLIFTONLARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749

Form 5500 Responses for UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN

2022: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNION GOSPEL MISSION EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068622
Policy instance 1
Insurance contract or identification number068622
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068622
Policy instance 1
Insurance contract or identification number068622
Number of Individuals Covered144
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068622
Policy instance 1
Insurance contract or identification number068622
Number of Individuals Covered147
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068622
Policy instance 1
Insurance contract or identification number068622
Number of Individuals Covered152
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068622
Policy instance 1
Insurance contract or identification number068622
Number of Individuals Covered145
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068622
Policy instance 2
Insurance contract or identification number068622
Number of Individuals Covered140
Insurance policy start date2015-07-03
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81702 - 1
Policy instance 1
Insurance contract or identification numberRM 81702 - 1
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-07-02
Total amount of commissions paid to insurance brokerUSD $2,158
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $2,158
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81702-1
Policy instance 1
Insurance contract or identification numberRM 81702-1
Number of Individuals Covered108
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,537
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $4,537
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81702-1
Policy instance 1
Insurance contract or identification numberRM 81702-1
Number of Individuals Covered107
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,066
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $5,066
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81702-1
Policy instance 1
Insurance contract or identification numberRM 81702-1
Number of Individuals Covered117
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,677
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $4,677
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION

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