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NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 401k Plan overview

Plan NameNONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN
Plan identification number 001

NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

NONPROFIT ASSOCIATION OF THE MIDLAN DS has sponsored the creation of one or more 401k plans.

Company Name:NONPROFIT ASSOCIATION OF THE MIDLAN DS
Employer identification number (EIN):470778684
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANNE HINDERY2023-10-12 ANNE HINDERY2023-10-12
0012021-01-01ANNE HINDERY2022-11-28 ANNE HINDERY2022-11-28
0012020-01-01ANNE HINDERY2021-10-12
0012019-01-01ANNE HINDERY2020-10-11
0012018-01-01ANNE HINDERY2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01ANNE HINDERY
0012014-01-01ANNE HINDERY
0012013-01-01ANNE HINDERY
0012012-01-01ANNE HINDERY
0012011-01-01ANNE HINDERY

Plan Statistics for NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN

401k plan membership statisitcs for NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN

Measure Date Value
2022: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,822
Total number of active participants reported on line 7a of the Form 55002022-01-013,571
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-01467
Total of all active and inactive participants2022-01-014,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,088
Number of participants with account balances2022-01-012,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0193
2021: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,399
Total number of active participants reported on line 7a of the Form 55002021-01-012,574
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-01420
Total of all active and inactive participants2021-01-013,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,052
Number of participants with account balances2021-01-012,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0187
2020: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,278
Total number of active participants reported on line 7a of the Form 55002020-01-012,903
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-01416
Total of all active and inactive participants2020-01-013,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,382
Number of participants with account balances2020-01-012,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0176
2019: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,026
Total number of active participants reported on line 7a of the Form 55002019-01-012,718
Number of retired or separated participants receiving benefits2019-01-01129
Number of other retired or separated participants entitled to future benefits2019-01-01432
Total of all active and inactive participants2019-01-013,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,279
Number of participants with account balances2019-01-012,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,690
Total number of active participants reported on line 7a of the Form 55002018-01-012,616
Number of retired or separated participants receiving benefits2018-01-0156
Number of other retired or separated participants entitled to future benefits2018-01-01318
Total of all active and inactive participants2018-01-012,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,990
Number of participants with account balances2018-01-011,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0183
2017: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,163
Total number of active participants reported on line 7a of the Form 55002017-01-012,169
Number of retired or separated participants receiving benefits2017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-01259
Total of all active and inactive participants2017-01-012,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,449
Number of participants with account balances2017-01-011,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,694
Total number of active participants reported on line 7a of the Form 55002016-01-011,682
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-011,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,829
Number of participants with account balances2016-01-011,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,030
Total number of active participants reported on line 7a of the Form 55002015-01-011,130
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-011,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,258
Number of participants with account balances2015-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01978
Total number of active participants reported on line 7a of the Form 55002014-01-01918
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,025
Number of participants with account balances2014-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01768
Total number of active participants reported on line 7a of the Form 55002013-01-01816
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01914
Number of participants with account balances2013-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01377
Total number of active participants reported on line 7a of the Form 55002012-01-01372
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01403
Number of participants with account balances2012-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01312
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01330
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

Financial Data on NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN

Measure Date Value
2022 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$154,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,037,398
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,348,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,185,328
Expenses. Certain deemed distributions of participant loans2022-12-31$9,943
Value of total corrective distributions2022-12-31$9,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,507,195
Value of total assets at end of year2022-12-31$41,689,271
Value of total assets at beginning of year2022-12-31$43,155,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$144,123
Total interest from all sources2022-12-31$8,660
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
Administrative expenses professional fees incurred2022-12-31$12,400
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$5,236,511
Participant contributions at end of year2022-12-31$96,318
Participant contributions at beginning of year2022-12-31$147,706
Participant contributions at end of year2022-12-31$145,762
Participant contributions at beginning of year2022-12-31$133,240
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,685,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,311,379
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,689,271
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,155,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$58,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,111,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,529,718
Value of interest in pooled separate accounts at end of year2022-12-31$11,062
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,942
Interest on participant loans2022-12-31$5,263
Interest earned on other investments2022-12-31$3,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$221,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$263,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,475,577
Net investment gain/loss from pooled separate accounts2022-12-31$-2,880
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,585,474
Employer contributions (assets) at end of year2022-12-31$103,693
Employer contributions (assets) at beginning of year2022-12-31$67,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,185,328
Contract administrator fees2022-12-31$73,367
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 name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$2,504,325
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$12,864,451
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,442,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,338,057
Expenses. Certain deemed distributions of participant loans2021-12-31$27,276
Value of total corrective distributions2021-12-31$1,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,577,745
Value of total assets at end of year2021-12-31$43,155,578
Value of total assets at beginning of year2021-12-31$37,733,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,366
Total interest from all sources2021-12-31$9,890
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
Administrative expenses professional fees incurred2021-12-31$11,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$4,452,417
Participant contributions at end of year2021-12-31$147,706
Participant contributions at beginning of year2021-12-31$156,320
Participant contributions at end of year2021-12-31$133,240
Participant contributions at beginning of year2021-12-31$55,467
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$918,248
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$5,422,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,155,578
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,733,451
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$42,529,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,232,272
Value of interest in pooled separate accounts at end of year2021-12-31$13,942
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,255
Interest on participant loans2021-12-31$7,725
Interest earned on other investments2021-12-31$2,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$263,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$222,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,275,129
Net investment gain/loss from pooled separate accounts2021-12-31$1,687
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,207,080
Employer contributions (assets) at end of year2021-12-31$67,333
Employer contributions (assets) at beginning of year2021-12-31$54,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,338,057
Contract administrator fees2021-12-31$63,516
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 name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,146,063
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,605,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,516,714
Value of total corrective distributions2020-12-31$15,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,317,699
Value of total assets at end of year2020-12-31$37,733,451
Value of total assets at beginning of year2020-12-31$29,192,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,553
Total interest from all sources2020-12-31$7,188
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
Administrative expenses professional fees incurred2020-12-31$11,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,956,700
Participant contributions at end of year2020-12-31$156,320
Participant contributions at beginning of year2020-12-31$109,953
Participant contributions at end of year2020-12-31$55,467
Participant contributions at beginning of year2020-12-31$42,144
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,242,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,540,749
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,733,451
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,192,702
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$37,232,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,862,214
Value of interest in pooled separate accounts at end of year2020-12-31$12,255
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,953
Interest on participant loans2020-12-31$5,438
Interest earned on other investments2020-12-31$1,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$222,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$135,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,819,874
Net investment gain/loss from pooled separate accounts2020-12-31$1,302
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,118,383
Employer contributions (assets) at end of year2020-12-31$54,332
Employer contributions (assets) at beginning of year2020-12-31$32,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,516,714
Contract administrator fees2020-12-31$62,053
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 name2020-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2020-12-31470836395
2019 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) 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$10,869,587
Total income from all sources (including contributions)2019-12-31$10,869,587
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$4,516,863
Total of all expenses incurred2019-12-31$4,516,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,507,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,507,210
Value of total corrective distributions2019-12-31$9,653
Value of total corrective distributions2019-12-31$9,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,931,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,931,163
Value of total assets at end of year2019-12-31$29,192,702
Value of total assets at end of year2019-12-31$29,192,702
Value of total assets at beginning of year2019-12-31$22,839,978
Value of total assets at beginning of year2019-12-31$22,839,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$7,991
Total interest from all sources2019-12-31$7,991
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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$3,557,219
Contributions received from participants2019-12-31$3,557,219
Participant contributions at end of year2019-12-31$109,953
Participant contributions at end of year2019-12-31$109,953
Participant contributions at beginning of year2019-12-31$124,281
Participant contributions at beginning of year2019-12-31$124,281
Participant contributions at end of year2019-12-31$42,144
Participant contributions at end of year2019-12-31$42,144
Participant contributions at beginning of year2019-12-31$76,462
Participant contributions at beginning of year2019-12-31$76,462
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$442,888
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$442,888
Other income not declared elsewhere2019-12-31$4,928,572
Other income not declared elsewhere2019-12-31$4,928,572
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$6,352,724
Value of net income/loss2019-12-31$6,352,724
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,192,702
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,192,702
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,839,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,839,978
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$28,862,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,862,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,706,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,706,708
Value of interest in pooled separate accounts at end of year2019-12-31$10,953
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,092
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,092
Interest on participant loans2019-12-31$6,152
Interest on participant loans2019-12-31$6,152
Interest earned on other investments2019-12-31$1,839
Interest earned on other investments2019-12-31$1,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$135,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$135,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$883,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$883,025
Net investment gain/loss from pooled separate accounts2019-12-31$1,861
Net investment gain/loss from pooled separate accounts2019-12-31$1,861
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$1,931,056
Contributions received in cash from employer2019-12-31$1,931,056
Employer contributions (assets) at end of year2019-12-31$32,104
Employer contributions (assets) at end of year2019-12-31$32,104
Employer contributions (assets) at beginning of year2019-12-31$40,410
Employer contributions (assets) at beginning of year2019-12-31$40,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,507,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,507,210
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 name2019-12-31DEBOER & ASSOCIATES, PC
Accountancy firm name2019-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2019-12-31470836395
Accountancy firm EIN2019-12-31470836395
2018 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$5,320,426
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$4,036,852
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,113,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,091,735
Expenses. Certain deemed distributions of participant loans2018-12-31$19,904
Value of total corrective distributions2018-12-31$1,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,534,937
Value of total assets at end of year2018-12-31$22,839,978
Value of total assets at beginning of year2018-12-31$15,595,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$6,612
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,135,423
Participant contributions at end of year2018-12-31$124,281
Participant contributions at beginning of year2018-12-31$91,049
Participant contributions at end of year2018-12-31$76,462
Participant contributions at beginning of year2018-12-31$43,824
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$708,447
Other income not declared elsewhere2018-12-31$-1,504,697
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,923,721
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,839,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,595,831
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$21,706,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,333,672
Value of interest in pooled separate accounts at end of year2018-12-31$9,092
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,993
Interest on participant loans2018-12-31$6,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$883,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$85,108
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,691,067
Employer contributions (assets) at end of year2018-12-31$40,410
Employer contributions (assets) at beginning of year2018-12-31$26,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,091,735
Contract administrator fees2018-12-31$0
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 name2018-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2018-12-31470836395
2017 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$135,274
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$5,614,750
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,916,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,895,835
Expenses. Certain deemed distributions of participant loans2017-12-31$20,243
Value of total corrective distributions2017-12-31$85
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,743,450
Value of total assets at end of year2017-12-31$15,595,831
Value of total assets at beginning of year2017-12-31$11,761,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$4,751
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
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,147,744
Participant contributions at end of year2017-12-31$91,049
Participant contributions at beginning of year2017-12-31$121,940
Participant contributions at end of year2017-12-31$43,824
Participant contributions at beginning of year2017-12-31$34,745
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$416,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,698,587
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,595,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,761,970
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$15,333,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,511,817
Value of interest in pooled separate accounts at end of year2017-12-31$15,993
Interest on participant loans2017-12-31$4,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$85,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,866,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,179,678
Employer contributions (assets) at end of year2017-12-31$26,185
Employer contributions (assets) at beginning of year2017-12-31$31,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,895,835
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 name2017-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2017-12-31470836395
2016 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,668,466
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,022,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,003,731
Expenses. Certain deemed distributions of participant loans2016-12-31$18,323
Value of total corrective distributions2016-12-31$690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,748,277
Value of total assets at end of year2016-12-31$11,761,970
Value of total assets at beginning of year2016-12-31$8,116,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$3,769
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,751,445
Participant contributions at end of year2016-12-31$121,940
Participant contributions at beginning of year2016-12-31$81,830
Participant contributions at end of year2016-12-31$34,745
Participant contributions at beginning of year2016-12-31$36,389
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,027,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,645,722
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,761,970
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,116,248
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$11,511,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,918,631
Interest on participant loans2016-12-31$3,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$61,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$57,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$916,420
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$969,413
Employer contributions (assets) at end of year2016-12-31$31,897
Employer contributions (assets) at beginning of year2016-12-31$22,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,003,731
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 name2016-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2016-12-31470836395
2015 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,861,707
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$972,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$959,611
Expenses. Certain deemed distributions of participant loans2015-12-31$13,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,030,723
Value of total assets at end of year2015-12-31$8,116,248
Value of total assets at beginning of year2015-12-31$7,227,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$3,393
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,289,071
Participant contributions at end of year2015-12-31$81,830
Participant contributions at beginning of year2015-12-31$90,059
Participant contributions at end of year2015-12-31$36,389
Participant contributions at beginning of year2015-12-31$9,507
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,541
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$889,090
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,116,248
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,227,158
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$7,918,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,069,332
Interest on participant loans2015-12-31$3,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$57,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$49,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-172,409
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$636,111
Employer contributions (assets) at end of year2015-12-31$22,375
Employer contributions (assets) at beginning of year2015-12-31$8,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$959,611
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 name2015-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2015-12-31470836395
2014 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,917,271
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,170,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,155,469
Expenses. Certain deemed distributions of participant loans2014-12-31$15,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,641,565
Value of total assets at end of year2014-12-31$7,227,158
Value of total assets at beginning of year2014-12-31$6,480,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,975
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$200,000
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$1,097,855
Participant contributions at end of year2014-12-31$90,059
Participant contributions at beginning of year2014-12-31$77,448
Participant contributions at end of year2014-12-31$9,507
Participant contributions at beginning of year2014-12-31$19,796
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,235
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$746,280
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,227,158
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,480,878
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$7,069,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,300,156
Interest on participant loans2014-12-31$3,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$49,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$69,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$271,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$495,475
Employer contributions (assets) at end of year2014-12-31$8,284
Employer contributions (assets) at beginning of year2014-12-31$14,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,155,469
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 name2014-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2014-12-31470836395
2013 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,057,323
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$2,545,923
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$787,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$784,310
Expenses. Certain deemed distributions of participant loans2013-12-31$2,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,731,430
Value of total assets at end of year2013-12-31$6,480,878
Value of total assets at beginning of year2013-12-31$2,664,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$569
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$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$940,543
Participant contributions at end of year2013-12-31$77,448
Participant contributions at beginning of year2013-12-31$1,833
Participant contributions at end of year2013-12-31$19,796
Participant contributions at beginning of year2013-12-31$6,373
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$346,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,758,746
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,480,878
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,664,809
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$6,300,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,652,780
Interest on participant loans2013-12-31$569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$69,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$813,924
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$443,929
Employer contributions (assets) at end of year2013-12-31$14,126
Employer contributions (assets) at beginning of year2013-12-31$3,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$784,310
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 name2013-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2013-12-31470836395
2012 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) 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$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$1,111,279
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$153,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,339
Expenses. Certain deemed distributions of participant loans2012-12-31$4,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$867,298
Value of total assets at end of year2012-12-31$2,664,809
Value of total assets at beginning of year2012-12-31$1,706,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,903
Total interest from all sources2012-12-31$291
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
Administrative expenses professional fees incurred2012-12-31$2,313
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
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$497,589
Participant contributions at end of year2012-12-31$1,833
Participant contributions at beginning of year2012-12-31$6,786
Participant contributions at end of year2012-12-31$6,373
Participant contributions at beginning of year2012-12-31$4,064
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$185,510
Other income not declared elsewhere2012-12-31$194
Administrative expenses (other) incurred2012-12-31$272
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$958,148
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,664,809
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,706,661
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$2,652,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,692,488
Interest on participant loans2012-12-31$202
Interest earned on other investments2012-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$243,496
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$184,199
Employer contributions (assets) at end of year2012-12-31$3,823
Employer contributions (assets) at beginning of year2012-12-31$3,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,339
Contract administrator fees2012-12-31$18,318
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 name2012-12-31HAYES & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31470716239
2011 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$588,807
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$203,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$203,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$639,360
Value of total assets at end of year2011-12-31$1,706,661
Value of total assets at beginning of year2011-12-31$1,321,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$57
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$-50,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$-50,848
Administrative expenses professional fees incurred2011-12-31$2,338
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$448,807
Participant contributions at end of year2011-12-31$6,786
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$4,064
Participant contributions at beginning of year2011-12-31$21,313
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$93,734
Other income not declared elsewhere2011-12-31$238
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$385,581
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,706,661
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,321,080
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$1,692,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,297,400
Interest on participant loans2011-12-31$57
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$134,734
Employer contributions (assets) at end of year2011-12-31$3,323
Employer contributions (assets) at beginning of year2011-12-31$2,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$109,492
Contract administrator fees2011-12-31$13,768
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 name2011-12-31HAYES & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31470716239
2010 : NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,240,070
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$50,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,337
Value of total corrective distributions2010-12-31$1,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,109,008
Value of total assets at end of year2010-12-31$1,321,080
Value of total assets at beginning of year2010-12-31$131,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,771
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$794
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$352,503
Participant contributions at end of year2010-12-31$21,313
Participant contributions at beginning of year2010-12-31$134
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$665,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) 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$1,189,700
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,321,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$131,380
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$1,297,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$131,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$131,062
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$91,153
Employer contributions (assets) at end of year2010-12-31$2,367
Employer contributions (assets) at beginning of year2010-12-31$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$40,504
Contract administrator fees2010-12-31$5,977
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAYES & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31470716239

Form 5500 Responses for NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAB2EZ4Z
Policy instance 3
Insurance contract or identification numberGAB2EZ4Z
Number of Individuals Covered2424
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $158
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107
Insurance broker organization code?4
Amount paid for insurance broker fees0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27274
Policy instance 2
Insurance contract or identification numberCR27274
Number of Individuals Covered18
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number745825-01
Policy instance 1
Insurance contract or identification number745825-01
Number of Individuals Covered9
Insurance policy start date2022-02-19
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $24
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
Commission paid to Insurance BrokerUSD $24
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAB2EZ4Z
Policy instance 3
Insurance contract or identification numberGAB2EZ4Z
Number of Individuals Covered2008
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $428
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $321
Amount paid for insurance broker fees0
Insurance broker organization code?4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752810
Policy instance 2
Insurance contract or identification number752810
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 $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
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27274
Policy instance 1
Insurance contract or identification numberCR27274
Number of Individuals Covered18
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 $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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAB2EZ4Z
Policy instance 3
Insurance contract or identification numberGAB2EZ4Z
Number of Individuals Covered3382
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $417
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $313
Amount paid for insurance broker fees0
Insurance broker organization code?4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752810
Policy instance 2
Insurance contract or identification number752810
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 $25
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
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27274
Policy instance 1
Insurance contract or identification numberCR27274
Number of Individuals Covered18
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAB2EZ4Z
Policy instance 3
Insurance contract or identification numberGAB2EZ4Z
Number of Individuals Covered3231
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $380
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $285
Insurance broker organization code?4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752810
Policy instance 2
Insurance contract or identification number752810
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 $18
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
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27274
Policy instance 1
Insurance contract or identification numberCR27274
Number of Individuals Covered20
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAB2EZ4Z
Policy instance 3
Insurance contract or identification numberGAB2EZ4Z
Number of Individuals Covered2990
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $165
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $165
Amount paid for insurance broker fees0
Insurance broker organization code?4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752810
Policy instance 2
Insurance contract or identification number752810
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21
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
Commission paid to Insurance BrokerUSD $21
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27274
Policy instance 1
Insurance contract or identification numberCR27274
Number of Individuals Covered22
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAB2EZ4Z
Policy instance 3
Insurance contract or identification numberGAB2EZ4Z
Number of Individuals Covered1243
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $76
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $76
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752810
Policy instance 2
Insurance contract or identification number752810
Number of Individuals Covered29
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $173
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
Commission paid to Insurance BrokerUSD $173
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27274
Policy instance 1
Insurance contract or identification numberCR27274
Number of Individuals Covered25
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
Insurance broker organization code?4
Insurance broker nameTRANSAMERICA FINANCIAL ADVISOR

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