401k Plan data: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. plan

TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 401k Plan overview

Plan Name	TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.
Plan identification number	002

TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. has sponsored the creation of one or more 401k plans.

Company Name: BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.

Employer identification number (EIN): 596166904

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-07-01 ANA SOSA 2014-01-29 ANA SOSA 2014-01-29
002 2011-07-01 LYDIA MUNIZ
002 2011-01-01 ANA SOSA 2013-10-25
002 2010-07-01 LYDIA MUNIZ
002 2010-01-01 ANA SOSA 2013-10-25
002 2009-07-01 LYDIA MUNIZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-07-01	ANA SOSA	2014-01-29	ANA SOSA	2014-01-29
002	2011-07-01	LYDIA MUNIZ
002	2011-01-01	ANA SOSA	2013-10-25
002	2010-07-01	LYDIA MUNIZ
002	2010-01-01	ANA SOSA	2013-10-25
002	2009-07-01	LYDIA MUNIZ

Plan Statistics for TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.

401k plan membership statisitcs for TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.

Measure Date Value
2011: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2011 401k membership
Total participants, beginning-of-year 2011-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 30
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 4
Total of all active and inactive participants 2011-07-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 34
Number of participants with account balances 2011-07-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2010 401k membership
Total participants, beginning-of-year 2010-07-01 39
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 31
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 5
Total of all active and inactive participants 2010-07-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 36
Number of participants with account balances 2010-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2009 401k membership
Total participants, beginning-of-year 2009-07-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 33
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 6
Total of all active and inactive participants 2009-07-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 39
Number of participants with account balances 2009-07-01 39

Measure	Date	Value
2011: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2011 401k membership
Total participants, beginning-of-year	2011-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	30
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	4
Total of all active and inactive participants	2011-07-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	34
Number of participants with account balances	2011-07-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2010 401k membership
Total participants, beginning-of-year	2010-07-01	39
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	31
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	5
Total of all active and inactive participants	2010-07-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	36
Number of participants with account balances	2010-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2009 401k membership
Total participants, beginning-of-year	2009-07-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	33
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	6
Total of all active and inactive participants	2009-07-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	39
Number of participants with account balances	2009-07-01	39

Financial Data on TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.

Measure	Date	Value
2012 : TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2012 401k financial data
Total income from all sources	2012-06-30	$1,467
Expenses. Total of all expenses incurred	2012-06-30	$15,443
Total plan assets at end of year	2012-06-30	$306,290
Total plan assets at beginning of year	2012-06-30	$320,266
Value of fidelity bond covering the plan	2012-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$15,443
Net income (gross income less expenses)	2012-06-30	$-13,976
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$306,290
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$320,266
Total contributions received or receivable from employer(s)	2012-06-30	$1,467
2011 : TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2011 401k financial data
Total income from all sources	2011-06-30	$50,714
Expenses. Total of all expenses incurred	2011-06-30	$10,106
Total plan assets at end of year	2011-06-30	$320,266
Total plan assets at beginning of year	2011-06-30	$279,658
Value of fidelity bond covering the plan	2011-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$10,106
Contributions received from other sources (not participants or employers)	2011-06-30	$299
Net income (gross income less expenses)	2011-06-30	$40,608
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$320,266
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$279,658
Total contributions received or receivable from employer(s)	2011-06-30	$50,415

Form 5500 Responses for TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.

2011: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: TAX-DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC. 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053954-E

Policy instance

Insurance contract or identification number	053954-E
Number of Individuals Covered	34
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of fees paid to insurance company	USD $9
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053954-E

Policy instance

Insurance contract or identification number	053954-E
Number of Individuals Covered	36
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of fees paid to insurance company	USD $11
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BIG BROTHERS/BIG SISTERS OF GREATER MIAMI, INC.
Employer identification number (EIN):	596166904
NAIC Classification:	624100
NAIC Description:	Individual and Family Services