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Plan Name | MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN |
Plan identification number | 502 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | MUTUAL ASSURANCE ADMINISTRATORS, INC. |
Employer identification number (EIN): | 730985223 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about MUTUAL ASSURANCE ADMINISTRATORS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1984-08-03 |
Company Identification Number: | 0071528400 |
Legal Registered Office Address: |
PO BOX 3507 LITTLE ROCK United States of America (USA) 72203 |
More information about MUTUAL ASSURANCE ADMINISTRATORS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
502 | 2013-07-01 | ||||
502 | 2012-07-01 | CAROL MONTGOMERY | |||
502 | 2011-07-01 | CAROL MONTGOMERY | |||
502 | 2010-07-01 | CAROL MONTGOMERY | |||
502 | 2009-07-01 | CAROL MONTGOMERY |
Measure | Date | Value |
---|---|---|
2013: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 0 |
2012: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 151 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 3 |
Total of all active and inactive participants | 2012-07-01 | 154 |
2011: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 153 |
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 | 0 |
Total of all active and inactive participants | 2011-07-01 | 153 |
2010: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 157 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 161 |
2009: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 179 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 182 |
Measure | Date | Value |
---|---|---|
2014 : MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-06-30 | $967,188 |
Total of all expenses incurred | 2014-06-30 | $1,096,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,073,918 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $945,719 |
Value of total assets at end of year | 2014-06-30 | $0 |
Value of total assets at beginning of year | 2014-06-30 | $129,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $22,477 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-06-30 | $0 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $176,474 |
Other income not declared elsewhere | 2014-06-30 | $21,469 |
Administrative expenses (other) incurred | 2014-06-30 | $22,477 |
Total non interest bearing cash at end of year | 2014-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $129,207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $-129,207 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $129,207 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $143,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $769,245 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $930,176 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
Did the plan have assets held for investment | 2014-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | SMITH, CARNEY & CO., P.C. |
Accountancy firm EIN | 2014-06-30 | 731225615 |
2013 : MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $1,632,963 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $1,632,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,602,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,554,041 |
Value of total assets at end of year | 2013-06-30 | $129,207 |
Value of total assets at beginning of year | 2013-06-30 | $129,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $30,295 |
Total interest from all sources | 2013-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Administrative expenses professional fees incurred | 2013-06-30 | $30,295 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $446,079 |
Other income not declared elsewhere | 2013-06-30 | $78,922 |
Total non interest bearing cash at end of year | 2013-06-30 | $129,207 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $129,012 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $195 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $129,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $129,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $339,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $1,107,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,262,936 |
Did the plan have assets held for investment | 2013-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | SMITH, CARNEY & CO PC |
Accountancy firm EIN | 2013-06-30 | 731225615 |
2012 : MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $1,701,778 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $1,639,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,607,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,701,778 |
Value of total assets at end of year | 2012-06-30 | $129,012 |
Value of total assets at beginning of year | 2012-06-30 | $66,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $32,175 |
Total interest from all sources | 2012-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $32,175 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $433,871 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $98,901 |
Total non interest bearing cash at end of year | 2012-06-30 | $129,012 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $66,529 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $62,483 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $129,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $66,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $336,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $1,169,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,270,973 |
Did the plan have assets held for investment | 2012-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | SMITH, CARENY & CO. PC |
Accountancy firm EIN | 2012-06-30 | 731225615 |
2011 : MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $2,105,617 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $2,289,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $2,261,061 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,452,307 |
Value of total assets at end of year | 2011-06-30 | $66,529 |
Value of total assets at beginning of year | 2011-06-30 | $250,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $28,083 |
Total interest from all sources | 2011-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $408,819 |
Other income not declared elsewhere | 2011-06-30 | $653,310 |
Total non interest bearing cash at end of year | 2011-06-30 | $66,529 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $250,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $-183,527 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $66,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $250,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $269,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $1,043,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,992,007 |
Contract administrator fees | 2011-06-30 | $28,083 |
Did the plan have assets held for investment | 2011-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | SMITH, CARNEY & CO. PC |
Accountancy firm EIN | 2011-06-30 | 731225615 |
2013: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2013 form 5500 responses | ||
---|---|---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | This submission is the final filing | Yes |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
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: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
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: MUTUAL ASSURANCE ADMINISTRATORS, INC. EMPLOYEES BENEFIT PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
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 |