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| Plan Name | SLERC TAX DEFERRED ANNUITY PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SOUTHWEST LOUISIANA EDUCATION AND REFERRAL CENTER, INC. |
| Employer identification number (EIN): | 720628109 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | RAE LOGAN | 2016-02-20 | ||
| 001 | 2014-01-01 | RAE LOGAN | 2015-07-31 | ||
| 001 | 2013-01-01 | RAE LOGAN | 2015-08-02 | ||
| 001 | 2012-01-01 | RAE LOGAN | 2015-08-02 | ||
| 001 | 2011-01-01 | RAE LOGAN | 2015-08-02 | ||
| 001 | 2010-01-01 | RAE LOGAN | 2015-08-02 | ||
| 001 | 2009-01-01 | RAE LOGAN | 2015-08-02 | ||
| 001 | 2009-01-01 | RAE LOGAN | 2015-08-02 | ||
| 001 | 2008-01-01 | RAE LOGAN |
| Measure | Date | Value |
|---|---|---|
| 2008: SLERC TAX DEFERRED ANNUITY PLAN 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 13 |
| Total of all active and inactive participants | 2008-01-01 | 13 |
| Total participants | 2008-01-01 | 13 |
| Number of participants with account balances | 2008-01-01 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2008 : SLERC TAX DEFERRED ANNUITY PLAN 2008 401k financial data | ||
| Total income from all sources | 2008-12-31 | $5,490 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $34,141 |
| Total plan assets at beginning of year | 2008-12-31 | $28,651 |
| Total contributions received or receivable from participants | 2008-12-31 | $5,400 |
| Other income received | 2008-12-31 | $90 |
| Net income (gross income less expenses) | 2008-12-31 | $5,490 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $34,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $28,651 |
| 2008: SLERC TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | First time form 5500 has been submitted | Yes |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 021599-E | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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