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THE BOARD OF CHILD CARE RETIREMENT PLAN 401k Plan overview

Plan NameTHE BOARD OF CHILD CARE RETIREMENT PLAN
Plan identification number 002

THE BOARD OF CHILD CARE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF CHILD CARE OF THE UNITED M ETHODIST CHURCH, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF CHILD CARE OF THE UNITED M ETHODIST CHURCH, INCORPORATED
Employer identification number (EIN):520591554
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOARD OF CHILD CARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-07-01JAMES E. BUCKEY JAMES E. BUCKEY2014-10-01
0022012-07-01THOMAS L. CURCIO THOMAS L. CURCIO2014-04-15
0022011-07-01THOMAS L. CURCIO THOMAS L. CURCIO2013-04-15
0022010-07-01THOMAS L. CURCIO
0022009-07-01THOMAS L. CURCIO

Plan Statistics for THE BOARD OF CHILD CARE RETIREMENT PLAN

401k plan membership statisitcs for THE BOARD OF CHILD CARE RETIREMENT PLAN

Measure Date Value
2013: THE BOARD OF CHILD CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0121
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE BOARD OF CHILD CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01249
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE BOARD OF CHILD CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01255
Total number of active participants reported on line 7a of the Form 55002011-07-01103
Number of retired or separated participants receiving benefits2011-07-0111
Number of other retired or separated participants entitled to future benefits2011-07-01134
Total of all active and inactive participants2011-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: THE BOARD OF CHILD CARE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01325
Total number of active participants reported on line 7a of the Form 55002010-07-01119
Number of retired or separated participants receiving benefits2010-07-0110
Number of other retired or separated participants entitled to future benefits2010-07-01126
Total of all active and inactive participants2010-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0116
2009: THE BOARD OF CHILD CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01327
Total number of active participants reported on line 7a of the Form 55002009-07-01153
Number of retired or separated participants receiving benefits2009-07-018
Number of other retired or separated participants entitled to future benefits2009-07-01164
Total of all active and inactive participants2009-07-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on THE BOARD OF CHILD CARE RETIREMENT PLAN

Measure Date Value
2014 : THE BOARD OF CHILD CARE RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-02-19$0
Expenses. Total of all expenses incurred2014-02-19$130,685
Benefits paid (including direct rollovers)2014-02-19$130,685
Total plan assets at beginning of year2014-02-19$130,685
Value of fidelity bond covering the plan2014-02-19$500,000
Net income (gross income less expenses)2014-02-19$-130,685
Net plan assets at end of year (total assets less liabilities)2014-02-19$0
Net plan assets at beginning of year (total assets less liabilities)2014-02-19$130,685
2013 : THE BOARD OF CHILD CARE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,757,371
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$13,653,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$13,628,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,341,567
Value of total assets at end of year2013-06-30$130,685
Value of total assets at beginning of year2013-06-30$8,027,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$25,113
Total income from rents2013-06-30$2
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$75,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$25,113
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$1,269,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$35,243
Other income not declared elsewhere2013-06-30$340,354
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$35,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-7,896,346
Value of net assets at end of year (total assets less liabilities)2013-06-30$130,685
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,027,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,037,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,037,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,341,567
Employer contributions (assets) at end of year2013-06-30$130,685
Employer contributions (assets) at beginning of year2013-06-30$122,567
Income. Dividends from common stock2013-06-30$75,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$12,358,864
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$2,940,043
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$3,857,110
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2013-06-30410746749
2012 : THE BOARD OF CHILD CARE RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$261,424
Total unrealized appreciation/depreciation of assets2012-06-30$261,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,248,283
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$106,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$62,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$829,503
Value of total assets at end of year2012-06-30$8,027,033
Value of total assets at beginning of year2012-06-30$6,884,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$43,365
Total interest from all sources2012-06-30$122,967
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$61,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$35,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$35,413
Administrative expenses (other) incurred2012-06-30$43,365
Total non interest bearing cash at end of year2012-06-30$35,013
Total non interest bearing cash at beginning of year2012-06-30$11,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,142,263
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,027,033
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,884,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Income. Interest from corporate debt instruments2012-06-30$122,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,037,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$865,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$865,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-27,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$829,503
Employer contributions (assets) at end of year2012-06-30$122,567
Employer contributions (assets) at beginning of year2012-06-30$412,528
Income. Dividends from common stock2012-06-30$61,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$62,655
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$1,575,495
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$2,940,043
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,114,576
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$3,857,110
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$2,869,153
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2012-06-30410746749
2011 : THE BOARD OF CHILD CARE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$539,393
Total unrealized appreciation/depreciation of assets2011-06-30$539,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$230,114
Total income from all sources (including contributions)2011-06-30$1,730,083
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$94,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$59,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$875,372
Value of total assets at end of year2011-06-30$6,884,770
Value of total assets at beginning of year2011-06-30$5,479,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$35,721
Total interest from all sources2011-06-30$155,803
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$7,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$35,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$517,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$230,114
Administrative expenses (other) incurred2011-06-30$35,721
Total non interest bearing cash at end of year2011-06-30$11,667
Total non interest bearing cash at beginning of year2011-06-30$4,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,635,318
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,884,770
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,249,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$516,985
Income. Interest from corporate debt instruments2011-06-30$155,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$865,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$152,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$875,372
Employer contributions (assets) at end of year2011-06-30$412,528
Employer contributions (assets) at beginning of year2011-06-30$50,315
Income. Dividends from common stock2011-06-30$7,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$59,044
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$1,575,495
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$1,257,575
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,114,576
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,204,200
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$2,869,153
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$1,928,532
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2011-06-30410746749
2010 : THE BOARD OF CHILD CARE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE BOARD OF CHILD CARE RETIREMENT PLAN

2013: THE BOARD OF CHILD CARE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingYes
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE BOARD OF CHILD CARE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE BOARD OF CHILD CARE RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE BOARD OF CHILD CARE RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE BOARD OF CHILD CARE RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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