?>
Logo

METHODIST UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameMETHODIST UNIVERSITY RETIREMENT PLAN
Plan identification number 001

METHODIST UNIVERSITY RETIREMENT 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.
  • 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

METHODIST UNIVERSITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:METHODIST UNIVERSITY, INC.
Employer identification number (EIN):560657294
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METHODIST UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA YEATTS DEBRA YEATTS2018-12-17
0012016-01-01DEBRA YEATTS
0012015-01-01DEBRA YEATTS2016-10-17 DEBRA YEATTS2016-10-17
0012015-01-012016-10-17
0012014-01-01DEBRA YEATTS
0012014-01-01DEBRA YEATTS DEBRA YEATTS2015-10-13
0012013-01-01DEBRA YEATTS DEBRA YEATTS2015-09-10
0012012-01-01DEBRA YEATTS DEBRA YEATTS2015-09-10
0012011-01-01DEBRA YEATTS
0012010-01-01DEBRA YEATTS DEBRA YEATTS2011-10-13
0012009-01-01DEBRA YEATTS

Plan Statistics for METHODIST UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for METHODIST UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: METHODIST UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01882
Total number of active participants reported on line 7a of the Form 55002022-01-01385
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01518
Total of all active and inactive participants2022-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-01920
Number of participants with account balances2022-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: METHODIST UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01899
Total number of active participants reported on line 7a of the Form 55002021-01-01333
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01534
Total of all active and inactive participants2021-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01882
Number of participants with account balances2021-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: METHODIST UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01911
Total number of active participants reported on line 7a of the Form 55002020-01-01367
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01528
Total of all active and inactive participants2020-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01899
Number of participants with account balances2020-01-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: METHODIST UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01931
Total number of active participants reported on line 7a of the Form 55002019-01-01383
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01522
Total of all active and inactive participants2019-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01911
Number of participants with account balances2019-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: METHODIST UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01942
Total number of active participants reported on line 7a of the Form 55002018-01-01398
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01530
Total of all active and inactive participants2018-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01932
Number of participants with account balances2018-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: METHODIST UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01907
Total number of active participants reported on line 7a of the Form 55002017-01-01458
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01486
Total of all active and inactive participants2017-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01946
Number of participants with account balances2017-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METHODIST UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01888
Total number of active participants reported on line 7a of the Form 55002016-01-01423
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01481
Total of all active and inactive participants2016-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01907
Number of participants with account balances2016-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: METHODIST UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01860
Total number of active participants reported on line 7a of the Form 55002015-01-01411
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01473
Total of all active and inactive participants2015-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01888
Number of participants with account balances2015-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: METHODIST UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01844
Total number of active participants reported on line 7a of the Form 55002014-01-01587
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01449
Total of all active and inactive participants2014-01-011,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,040
Number of participants with account balances2014-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: METHODIST UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01904
Total number of active participants reported on line 7a of the Form 55002013-01-01495
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01408
Total of all active and inactive participants2013-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01909
Number of participants with account balances2013-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: METHODIST UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01849
Total number of active participants reported on line 7a of the Form 55002012-01-01512
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01388
Total of all active and inactive participants2012-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01904
Number of participants with account balances2012-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: METHODIST UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01838
Total number of active participants reported on line 7a of the Form 55002011-01-01483
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01365
Total of all active and inactive participants2011-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01847
Total participants2011-01-011,695
Number of participants with account balances2011-01-011,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: METHODIST UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,033
Total number of active participants reported on line 7a of the Form 55002010-01-01614
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01435
Total of all active and inactive participants2010-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,053
Number of participants with account balances2010-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: METHODIST UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,027
Total number of active participants reported on line 7a of the Form 55002009-01-01883
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01148
Total of all active and inactive participants2009-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,033
Number of participants with account balances2009-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on METHODIST UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : METHODIST UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,517,934
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,359,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,339,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,394,250
Value of total assets at end of year2022-12-31$53,092,948
Value of total assets at beginning of year2022-12-31$61,970,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,063
Total interest from all sources2022-12-31$568,820
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$614,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$614,568
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$919,558
Participant contributions at end of year2022-12-31$26,875
Participant contributions at beginning of year2022-12-31$7,853
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$77,398
Other income not declared elsewhere2022-12-31$26,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,877,407
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,092,948
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,970,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,896,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,986,366
Value of interest in pooled separate accounts at end of year2022-12-31$1,791,587
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,842,387
Interest on participant loans2022-12-31$832
Interest earned on other investments2022-12-31$567,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,377,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,133,749
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$17,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,270,566
Net investment gain/loss from pooled separate accounts2022-12-31$148,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$397,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,322,007
Contract administrator fees2022-12-31$20,063
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, LLP
Accountancy firm EIN2022-12-31135383590
2021 : METHODIST UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,967,020
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,086,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,065,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,726,393
Value of total assets at end of year2021-12-31$61,970,355
Value of total assets at beginning of year2021-12-31$57,090,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,982
Total interest from all sources2021-12-31$487,080
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$917,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$917,006
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$797,529
Participant contributions at end of year2021-12-31$7,853
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$928,835
Other income not declared elsewhere2021-12-31$29,739
Administrative expenses (other) incurred2021-12-31$20,982
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$4,880,267
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,970,355
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,090,088
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$45,986,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,864,537
Value of interest in pooled separate accounts at end of year2021-12-31$1,842,387
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,590,694
Interest on participant loans2021-12-31$144
Interest earned on other investments2021-12-31$486,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,133,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,634,857
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$612,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,522,784
Net investment gain/loss from pooled separate accounts2021-12-31$284,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$29
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,453,145
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135383590
2020 : METHODIST UNIVERSITY RETIREMENT 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$9,447,262
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,196,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,175,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,486,626
Value of total assets at end of year2020-12-31$57,090,088
Value of total assets at beginning of year2020-12-31$50,839,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,668
Total interest from all sources2020-12-31$544,866
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$477,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$477,823
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$877,475
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$942,213
Other income not declared elsewhere2020-12-31$6,268
Administrative expenses (other) incurred2020-12-31$20,668
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$6,250,813
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,090,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,839,275
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$40,864,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,408,732
Value of interest in pooled separate accounts at end of year2020-12-31$1,590,694
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,720,457
Interest earned on other investments2020-12-31$544,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,634,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,710,086
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$282,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,946,714
Net investment gain/loss from pooled separate accounts2020-12-31$-15,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$666,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,893,352
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : METHODIST UNIVERSITY RETIREMENT 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$9,554,726
Total income from all sources (including contributions)2019-12-31$9,554,726
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$2,476,809
Total of all expenses incurred2019-12-31$2,476,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,460,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,460,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,191,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,191,224
Value of total assets at end of year2019-12-31$50,839,275
Value of total assets at end of year2019-12-31$50,839,275
Value of total assets at beginning of year2019-12-31$43,761,358
Value of total assets at beginning of year2019-12-31$43,761,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,286
Total interest from all sources2019-12-31$535,732
Total interest from all sources2019-12-31$535,732
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$294,777
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$294,777
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$294,777
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$294,777
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$844,596
Contributions received from participants2019-12-31$844,596
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,440
Administrative expenses (other) incurred2019-12-31$16,286
Administrative expenses (other) incurred2019-12-31$16,286
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$7,077,917
Value of net income/loss2019-12-31$7,077,917
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,839,275
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,839,275
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,761,358
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,761,358
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$35,408,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,408,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,239,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,239,518
Value of interest in pooled separate accounts at end of year2019-12-31$1,720,457
Value of interest in pooled separate accounts at end of year2019-12-31$1,720,457
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,642,156
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,642,156
Interest earned on other investments2019-12-31$535,360
Interest earned on other investments2019-12-31$535,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,710,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,710,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,836,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,836,093
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$255,422
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$255,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,443,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,443,012
Net investment gain/loss from pooled separate accounts2019-12-31$89,981
Net investment gain/loss from pooled separate accounts2019-12-31$89,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,271,188
Contributions received in cash from employer2019-12-31$1,271,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,205,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,205,101
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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 name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : METHODIST UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$726,811
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,234,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,224,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,346,304
Value of total assets at end of year2018-12-31$43,761,358
Value of total assets at beginning of year2018-12-31$45,268,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,049
Total interest from all sources2018-12-31$548,216
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$267,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$267,803
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$839,389
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$145,114
Administrative expenses (other) incurred2018-12-31$10,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,507,475
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,761,358
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,268,833
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$28,239,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,360,357
Value of interest in pooled separate accounts at end of year2018-12-31$1,642,156
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,743,415
Interest earned on other investments2018-12-31$547,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,836,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,165,061
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$191,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,515,195
Net investment gain/loss from pooled separate accounts2018-12-31$79,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,361,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,033,180
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 name2018-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2018-12-31560587513
2017 : METHODIST UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,976,017
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,328,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,325,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,390,197
Value of total assets at end of year2017-12-31$45,268,833
Value of total assets at beginning of year2017-12-31$40,621,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,160
Total interest from all sources2017-12-31$529,413
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$94,239
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$854,558
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$425
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$157,646
Administrative expenses (other) incurred2017-12-31$3,160
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$4,647,499
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,268,833
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,621,334
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$30,360,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,504,641
Value of interest in pooled separate accounts at end of year2017-12-31$1,743,415
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,748,902
Interest earned on other investments2017-12-31$529,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,165,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,366,991
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$545,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,887,955
Net investment gain/loss from pooled separate accounts2017-12-31$74,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,377,993
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,779,773
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 name2017-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2017-12-31560587513
2016 : METHODIST UNIVERSITY RETIREMENT 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$5,012,872
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,867,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,867,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,720,958
Value of total assets at end of year2016-12-31$40,621,334
Value of total assets at beginning of year2016-12-31$38,476,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$246
Total interest from all sources2016-12-31$568,146
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,384
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$867,510
Participant contributions at end of year2016-12-31$425
Participant contributions at beginning of year2016-12-31$66,431
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$561,226
Administrative expenses (other) incurred2016-12-31$246
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$2,145,050
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,621,334
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,476,284
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$25,504,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,772,700
Value of interest in pooled separate accounts at end of year2016-12-31$1,748,902
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,522,413
Interest earned on other investments2016-12-31$568,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,366,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,999,096
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$500,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,643,011
Net investment gain/loss from pooled separate accounts2016-12-31$79,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,292,222
Employer contributions (assets) at end of year2016-12-31$375
Employer contributions (assets) at beginning of year2016-12-31$107,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,366,772
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 name2016-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2016-12-31560587513
2015 : METHODIST UNIVERSITY RETIREMENT 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$2,747,863
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,574,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,574,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,078,730
Value of total assets at end of year2015-12-31$38,476,284
Value of total assets at beginning of year2015-12-31$39,302,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$191
Total interest from all sources2015-12-31$524,865
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,210
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$810,077
Participant contributions at end of year2015-12-31$66,431
Participant contributions at beginning of year2015-12-31$62,520
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,943
Administrative expenses (other) incurred2015-12-31$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-826,351
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,476,284
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,302,635
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$23,772,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,149,501
Value of interest in pooled separate accounts at end of year2015-12-31$1,522,413
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,338,561
Interest earned on other investments2015-12-31$524,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,999,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,648,937
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$268,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$32,822
Net investment gain/loss from pooled separate accounts2015-12-31$110,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,255,710
Employer contributions (assets) at end of year2015-12-31$107,246
Employer contributions (assets) at beginning of year2015-12-31$101,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,305,545
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 name2015-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2015-12-31560587513
2014 : METHODIST UNIVERSITY RETIREMENT 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$4,164,321
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,772,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,770,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,968,342
Value of total assets at end of year2014-12-31$39,302,635
Value of total assets at beginning of year2014-12-31$36,910,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,442
Total interest from all sources2014-12-31$522,745
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$343
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$716,558
Participant contributions at end of year2014-12-31$62,520
Participant contributions at beginning of year2014-12-31$425
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,867
Administrative expenses (other) incurred2014-12-31$1,442
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$2,391,944
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,302,635
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,910,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,149,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,634,819
Value of interest in pooled separate accounts at end of year2014-12-31$1,338,561
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,031,790
Interest earned on other investments2014-12-31$522,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,648,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,243,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,537,021
Net investment gain/loss from pooled separate accounts2014-12-31$135,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,220,917
Employer contributions (assets) at end of year2014-12-31$101,580
Employer contributions (assets) at beginning of year2014-12-31$331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,770,935
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 name2014-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2014-12-31560587513
2013 : METHODIST UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$6,594,487
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,092,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,092,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,845,409
Value of total assets at end of year2013-12-31$36,910,691
Value of total assets at beginning of year2013-12-31$31,408,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20
Total interest from all sources2013-12-31$490,767
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,429
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$702,181
Participant contributions at end of year2013-12-31$425
Participant contributions at beginning of year2013-12-31$169
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,861
Administrative expenses (other) incurred2013-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,501,896
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,910,691
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,408,795
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$23,634,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,797,651
Value of interest in pooled separate accounts at end of year2013-12-31$1,031,790
Value of interest in pooled separate accounts at beginning of year2013-12-31$860,716
Interest earned on other investments2013-12-31$490,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,243,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,749,037
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$229,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,167,333
Net investment gain/loss from pooled separate accounts2013-12-31$86,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,130,367
Employer contributions (assets) at end of year2013-12-31$331
Employer contributions (assets) at beginning of year2013-12-31$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$863,120
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 name2013-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2013-12-31560587513
2012 : METHODIST UNIVERSITY RETIREMENT 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$4,593,763
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,075,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,074,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,766,744
Value of total assets at end of year2012-12-31$31,408,795
Value of total assets at beginning of year2012-12-31$28,890,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$413
Total interest from all sources2012-12-31$462,468
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,739
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$653,509
Participant contributions at end of year2012-12-31$169
Participant contributions at beginning of year2012-12-31$42,117
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$173,851
Other income not declared elsewhere2012-12-31$12,535
Administrative expenses (other) incurred2012-12-31$413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,518,501
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,408,795
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,890,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,797,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,229,321
Value of interest in pooled separate accounts at end of year2012-12-31$860,716
Value of interest in pooled separate accounts at beginning of year2012-12-31$688,430
Interest earned on other investments2012-12-31$462,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,749,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,848,507
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$793,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,275,830
Net investment gain/loss from pooled separate accounts2012-12-31$74,447
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$939,384
Employer contributions (assets) at end of year2012-12-31$71
Employer contributions (assets) at beginning of year2012-12-31$67,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,281,349
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 name2012-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2012-12-31560587513
2011 : METHODIST UNIVERSITY RETIREMENT 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$1,707,156
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,369,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,368,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,596,003
Value of total assets at end of year2011-12-31$28,890,294
Value of total assets at beginning of year2011-12-31$28,552,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$404
Total interest from all sources2011-12-31$465,622
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,577
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$1,577
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$613,547
Participant contributions at end of year2011-12-31$42,117
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$179,965
Administrative expenses (other) incurred2011-12-31$404
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$337,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,890,294
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,552,395
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$16,229,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,835,870
Value of interest in pooled separate accounts at end of year2011-12-31$688,430
Value of interest in pooled separate accounts at beginning of year2011-12-31$562,491
Interest earned on other investments2011-12-31$465,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,848,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,154,034
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$151,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-431,049
Net investment gain/loss from pooled separate accounts2011-12-31$75,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$802,491
Employer contributions (assets) at end of year2011-12-31$67,088
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,217,509
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 name2011-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2011-12-31560587513
2010 : METHODIST UNIVERSITY RETIREMENT 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$3,853,471
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,568,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,568,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,391,515
Value of total assets at end of year2010-12-31$28,552,395
Value of total assets at beginning of year2010-12-31$27,267,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$413
Total interest from all sources2010-12-31$449,173
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,599
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$618,787
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,017
Administrative expenses (other) incurred2010-12-31$413
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$1,284,767
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,552,395
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,267,628
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$16,835,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,283,491
Value of interest in pooled separate accounts at end of year2010-12-31$562,491
Value of interest in pooled separate accounts at beginning of year2010-12-31$538,439
Interest earned on other investments2010-12-31$449,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,154,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,445,208
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,529,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,932,690
Net investment gain/loss from pooled separate accounts2010-12-31$76,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$758,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,038,762
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 name2010-12-31HAIGH, BYRD & LAMBERT, LLP
Accountancy firm EIN2010-12-31560587513
2009 : METHODIST UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for METHODIST UNIVERSITY RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered711
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered728
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered753
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered781
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered824
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered862
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered846
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered831
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered817
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered762
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365125
Policy instance 1
Insurance contract or identification number365125
Number of Individuals Covered874
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3