MISSISSIPPI EXPORT RAILROAD COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MISSISSIPPI EXPORT RAILROAD HEALTH TRUST
| Measure | Date | Value |
|---|
| 2014: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 22 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
| Total participants | 2014-06-01 | 22 |
| Number of participants with account balances | 2014-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
| 2013: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 22 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
| Total of all active and inactive participants | 2013-06-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
| Total participants | 2013-06-01 | 22 |
| Number of participants with account balances | 2013-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
| Number of employers contributing to the scheme | 2013-06-01 | 0 |
| 2012: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 22 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
| Total participants | 2012-06-01 | 22 |
| Number of participants with account balances | 2012-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
| Number of employers contributing to the scheme | 2012-06-01 | 0 |
| 2011: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 22 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
| Total of all active and inactive participants | 2011-06-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
| Total participants | 2011-06-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
| 2009: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 23 |
| Total of all active and inactive participants | 2009-06-01 | 23 |
| Total participants | 2009-06-01 | 23 |
| Number of participants with account balances | 2009-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-05-31 | $0 |
| Total plan liabilities at end of year | 2015-05-31 | $0 |
| Total plan liabilities at beginning of year | 2015-05-31 | $0 |
| Total income from all sources | 2015-05-31 | $158,164 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $93,310 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $84,035 |
| Total plan assets at end of year | 2015-05-31 | $114,042 |
| Total plan assets at beginning of year | 2015-05-31 | $49,188 |
| Value of fidelity bond covering the plan | 2015-05-31 | $500,000 |
| Other income received | 2015-05-31 | $106,914 |
| Net income (gross income less expenses) | 2015-05-31 | $64,854 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $114,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $49,188 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $51,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $9,275 |
| 2014 : MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-05-31 | $0 |
| Total income from all sources | 2014-05-31 | $580,599 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $563,173 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $419,490 |
| Total plan assets at end of year | 2014-05-31 | $49,188 |
| Total plan assets at beginning of year | 2014-05-31 | $31,762 |
| Value of fidelity bond covering the plan | 2014-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-05-31 | $33,400 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $136,312 |
| Other income received | 2014-05-31 | $12,199 |
| Net income (gross income less expenses) | 2014-05-31 | $17,426 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $49,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $31,762 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $535,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $7,371 |
| 2013 : MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-05-31 | $0 |
| Total plan liabilities at beginning of year | 2013-05-31 | $0 |
| Total income from all sources | 2013-05-31 | $365,077 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $371,984 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $238,374 |
| Total plan assets at end of year | 2013-05-31 | $31,761 |
| Total plan assets at beginning of year | 2013-05-31 | $38,668 |
| Value of fidelity bond covering the plan | 2013-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-05-31 | $26,251 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $126,475 |
| Contributions received from other sources (not participants or employers) | 2013-05-31 | $13,761 |
| Other income received | 2013-05-31 | $65 |
| Noncash contributions received | 2013-05-31 | $0 |
| Net income (gross income less expenses) | 2013-05-31 | $-6,907 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $31,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $38,668 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $325,000 |
| Value of certain deemed distributions of participant loans | 2013-05-31 | $0 |
| Value of corrective distributions | 2013-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $7,135 |
| 2012 : MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-05-31 | $0 |
| Total income from all sources | 2012-05-31 | $378,832 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $387,314 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $259,067 |
| Total plan assets at end of year | 2012-05-31 | $38,668 |
| Total plan assets at beginning of year | 2012-05-31 | $47,150 |
| Value of fidelity bond covering the plan | 2012-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $24,077 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $119,497 |
| Other income received | 2012-05-31 | $6,755 |
| Net income (gross income less expenses) | 2012-05-31 | $-8,482 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $38,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $47,150 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $348,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $8,750 |
| 2011 : MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $344,496 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $341,744 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $209,561 |
| Total plan assets at end of year | 2011-05-31 | $47,150 |
| Total plan assets at beginning of year | 2011-05-31 | $44,398 |
| Value of fidelity bond covering the plan | 2011-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-05-31 | $25,949 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $125,269 |
| Other income received | 2011-05-31 | $8,547 |
| Net income (gross income less expenses) | 2011-05-31 | $2,752 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $47,150 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $44,398 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $310,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $6,914 |
| 2014: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MISSISSIPPI EXPORT RAILROAD HEALTH TRUST 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 660628 |
| Policy instance | 1 |
| Insurance contract or identification number | 660628 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $922,247 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,222 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKARD AND WILLIAMS INS SERVICES P |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | IAT-G0162 |
| Policy instance | 1 |
| Insurance contract or identification number | IAT-G0162 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $13,438 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 13438 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker name | LOCKARDS AND WILLIAMS |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | IAT-G0162 |
| Policy instance | 1 |
| Insurance contract or identification number | IAT-G0162 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $13,507 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,507 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | STOP LOSS INSURANCE | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKARD AND WILLIAMS |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | MSE RAILROAD |
| Policy instance | 1 |
| Insurance contract or identification number | MSE RAILROAD | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $11,950 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | MSE RAILROAD |
| Policy instance | 1 |
| Insurance contract or identification number | MSE RAILROAD | | Number of Individuals Covered | 20 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $12,385 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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