THE SPEECH AND HEARING CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EBP OF THE SPEECH AND HEARING CENTER
| Measure | Date | Value |
|---|
| 2015: EBP OF THE SPEECH AND HEARING CENTER 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 31 |
| Total of all active and inactive participants | 2015-01-01 | 31 |
| Total participants | 2015-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: EBP OF THE SPEECH AND HEARING CENTER 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 35 |
| Total of all active and inactive participants | 2014-01-01 | 35 |
| Total participants | 2014-01-01 | 35 |
| 2012: EBP OF THE SPEECH AND HEARING CENTER 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 29 |
| Total of all active and inactive participants | 2012-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: EBP OF THE SPEECH AND HEARING CENTER 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 30 |
| Total of all active and inactive participants | 2011-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: EBP OF THE SPEECH AND HEARING CENTER 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 32 |
| Total of all active and inactive participants | 2009-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 48 |
| Measure | Date | Value |
|---|
| 2015 : EBP OF THE SPEECH AND HEARING CENTER 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $18,483 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $250,927 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $241,502 |
| Total plan assets at end of year | 2015-12-31 | $1,161,837 |
| Total plan assets at beginning of year | 2015-12-31 | $1,394,281 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Other income received | 2015-12-31 | $12,423 |
| Net income (gross income less expenses) | 2015-12-31 | $-232,444 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,161,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,394,281 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,425 |
| 2014 : EBP OF THE SPEECH AND HEARING CENTER 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $18,330 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $18,841 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,461 |
| Total plan assets at end of year | 2014-12-31 | $1,394,281 |
| Total plan assets at beginning of year | 2014-12-31 | $1,394,792 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Other income received | 2014-12-31 | $13,848 |
| Net income (gross income less expenses) | 2014-12-31 | $-511 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,394,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,394,792 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,482 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,380 |
| 2013 : EBP OF THE SPEECH AND HEARING CENTER 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $59,687 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $565,367 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $557,360 |
| Total plan assets at end of year | 2013-12-31 | $1,394,792 |
| Total plan assets at beginning of year | 2013-12-31 | $1,900,472 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Other income received | 2013-12-31 | $17,772 |
| Net income (gross income less expenses) | 2013-12-31 | $-505,680 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,394,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,900,472 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $41,915 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,007 |
| 2012 : EBP OF THE SPEECH AND HEARING CENTER 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $262,687 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $104,416 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $81,306 |
| Total plan assets at end of year | 2012-12-31 | $1,900,472 |
| Total plan assets at beginning of year | 2012-12-31 | $1,742,201 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Other income received | 2012-12-31 | $178,253 |
| Net income (gross income less expenses) | 2012-12-31 | $158,271 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,900,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,742,201 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $84,434 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $23,110 |
| 2011 : EBP OF THE SPEECH AND HEARING CENTER 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $131,593 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,012,659 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $995,550 |
| Total plan assets at end of year | 2011-12-31 | $1,742,201 |
| Total plan assets at beginning of year | 2011-12-31 | $2,623,267 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Other income received | 2011-12-31 | $52,424 |
| Net income (gross income less expenses) | 2011-12-31 | $-881,066 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,742,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,623,267 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $79,169 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,109 |
| 2010 : EBP OF THE SPEECH AND HEARING CENTER 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $360,950 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $147,160 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $129,376 |
| Total plan assets at end of year | 2010-12-31 | $2,623,267 |
| Total plan assets at beginning of year | 2010-12-31 | $2,409,477 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Other income received | 2010-12-31 | $287,591 |
| Net income (gross income less expenses) | 2010-12-31 | $213,790 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,623,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,409,477 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $73,359 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $17,784 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 050675-H |
| Policy instance | 1 |
| Insurance contract or identification number | 050675-H | | Number of Individuals Covered | 31 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | NASHVILLE REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 050675-H |
| Policy instance | 1 |
| Insurance contract or identification number | 050675-H | | Number of Individuals Covered | 35 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $68 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 68 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | NASHVILLE REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 050675-H |
| Policy instance | 1 |
| Insurance contract or identification number | 050675-H | | Number of Individuals Covered | 35 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $122 | | 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 | 050675-H |
| Policy instance | 1 |
| Insurance contract or identification number | 050675-H | | Number of Individuals Covered | 45 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $222 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 67 | | Additional information about fees paid to insurance broker | COMPENSATION 3 | | Insurance broker organization code? | 3 | | Insurance broker name | JAY MCFADDEN |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 050675-H |
| Policy instance | 1 |
| Insurance contract or identification number | 050675-H | | Number of Individuals Covered | 45 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $192 | | 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 | 050675-H |
| Policy instance | 1 |
| Insurance contract or identification number | 050675-H | | Number of Individuals Covered | 45 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 65 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JAY MCFADDEN |
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