401k Plan data: THE VILLAGE AT INCARNATE WORD 403(B) PLAN plan

THE VILLAGE AT INCARNATE WORD 403(B) PLAN 401k Plan overview

Plan Name	THE VILLAGE AT INCARNATE WORD 403(B) PLAN
Plan identification number	002

THE VILLAGE AT INCARNATE WORD 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

INCARNATE WORD RETIREMENT COMMUNITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: INCARNATE WORD RETIREMENT COMMUNITY, INC.

Employer identification number (EIN): 741109717

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about INCARNATE WORD RETIREMENT COMMUNITY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1989-04-07

Company Identification Number: 0111050301

Legal Registered Office Address: 4707 BROADWAY ST

SAN ANTONIO
United States of America (USA)
78209

More information about INCARNATE WORD RETIREMENT COMMUNITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VILLAGE AT INCARNATE WORD 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LETTY ARROWOOD 2023-10-10
002 2021-01-01 LETTY ARROWOOD 2022-10-11
002 2020-01-01 LETTY ARROWOOD 2021-10-04
002 2019-01-01 LETTY ARROWOOD 2020-09-30
002 2019-01-01 LETTY ARROWOOD 2020-10-06
002 2018-01-01
002 2017-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2018-10-09
002 2016-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2017-10-03
002 2015-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2016-10-05
002 2014-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2015-10-02
002 2013-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2014-07-31
002 2012-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2013-10-11
002 2011-01-01 LETTICIA H ARROWOOD LETTICIA H ARROWOOD 2012-10-11
002 2010-01-01 LETTICIA ARROWOOD LETTICIA ARROWOOD 2011-10-12
002 2009-01-01 LETTY ARROWOOD LETTY ARROWOOD 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	LETTY ARROWOOD	2023-10-10
002	2021-01-01	LETTY ARROWOOD	2022-10-11
002	2020-01-01	LETTY ARROWOOD	2021-10-04
002	2019-01-01	LETTY ARROWOOD	2020-09-30
002	2019-01-01	LETTY ARROWOOD	2020-10-06
002	2018-01-01
002	2017-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2018-10-09
002	2016-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2017-10-03
002	2015-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2016-10-05
002	2014-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2015-10-02
002	2013-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2014-07-31
002	2012-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2013-10-11
002	2011-01-01	LETTICIA H ARROWOOD		LETTICIA H ARROWOOD	2012-10-11
002	2010-01-01	LETTICIA ARROWOOD		LETTICIA ARROWOOD	2011-10-12
002	2009-01-01	LETTY ARROWOOD		LETTY ARROWOOD	2010-10-14

Plan Statistics for THE VILLAGE AT INCARNATE WORD 403(B) PLAN

401k plan membership statisitcs for THE VILLAGE AT INCARNATE WORD 403(B) PLAN

Measure Date Value
2022: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 260
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 135
Total of all active and inactive participants 2022-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 396
Number of participants with account balances 2022-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 482
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 279
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 225
Total of all active and inactive participants 2021-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 505
Number of participants with account balances 2021-01-01 490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 313
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 170
Total of all active and inactive participants 2020-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 483
Number of participants with account balances 2020-01-01 431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 257
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 177
Total of all active and inactive participants 2019-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 439
Number of participants with account balances 2019-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 63
2018: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 314
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 136
Total of all active and inactive participants 2018-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 8
Total participants 2018-01-01 458
Number of participants with account balances 2018-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 236
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 117
Total of all active and inactive participants 2017-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 361
Number of participants with account balances 2017-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 21
2016: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 236
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 113
Total of all active and inactive participants 2016-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 7
Total participants 2016-01-01 356
Number of participants with account balances 2016-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 39
2015: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 249
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 90
Total of all active and inactive participants 2015-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 345
Number of participants with account balances 2015-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 28
2014: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 234
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 102
Total of all active and inactive participants 2014-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 340
Number of participants with account balances 2014-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 213
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 107
Total of all active and inactive participants 2013-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 325
Number of participants with account balances 2013-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 31
2012: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 253
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 92
Total of all active and inactive participants 2012-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 349
Number of participants with account balances 2012-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 284
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 56
Total of all active and inactive participants 2011-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 344
Number of participants with account balances 2011-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 256
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 58
Total of all active and inactive participants 2010-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 316
Number of participants with account balances 2010-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 10
2009: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 103
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 33
Total of all active and inactive participants 2009-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 138
Number of participants with account balances 2009-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2022: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	260
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	135
Total of all active and inactive participants	2022-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	396
Number of participants with account balances	2022-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	482
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	279
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	225
Total of all active and inactive participants	2021-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	505
Number of participants with account balances	2021-01-01	490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	313
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	170
Total of all active and inactive participants	2020-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	483
Number of participants with account balances	2020-01-01	431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	257
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	177
Total of all active and inactive participants	2019-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	439
Number of participants with account balances	2019-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	63
2018: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	314
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	136
Total of all active and inactive participants	2018-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	8
Total participants	2018-01-01	458
Number of participants with account balances	2018-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	236
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	117
Total of all active and inactive participants	2017-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	361
Number of participants with account balances	2017-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	21
2016: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	236
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	113
Total of all active and inactive participants	2016-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	356
Number of participants with account balances	2016-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	39
2015: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	249
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	90
Total of all active and inactive participants	2015-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	345
Number of participants with account balances	2015-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	28
2014: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	234
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	102
Total of all active and inactive participants	2014-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	340
Number of participants with account balances	2014-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	213
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	107
Total of all active and inactive participants	2013-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	325
Number of participants with account balances	2013-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	31
2012: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	253
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	92
Total of all active and inactive participants	2012-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	349
Number of participants with account balances	2012-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	284
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	56
Total of all active and inactive participants	2011-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	344
Number of participants with account balances	2011-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	256
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	58
Total of all active and inactive participants	2010-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	316
Number of participants with account balances	2010-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	10
2009: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	103
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	33
Total of all active and inactive participants	2009-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	138
Number of participants with account balances	2009-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on THE VILLAGE AT INCARNATE WORD 403(B) PLAN

Measure	Date	Value
2022 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-8,480
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$607,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$543,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$536,602
Value of total assets at end of year	2022-12-31	$4,460,015
Value of total assets at beginning of year	2022-12-31	$5,076,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,430
Total interest from all sources	2022-12-31	$14,229
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$104,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$104,667
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$474,230
Participant contributions at end of year	2022-12-31	$18,739
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,123
Total non interest bearing cash at end of year	2022-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-616,400
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,460,015
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,076,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,346,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,952,675
Value of interest in pooled separate accounts at end of year	2022-12-31	$51,968
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$64,271
Interest earned on other investments	2022-12-31	$14,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,039,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,059,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-653,235
Net investment gain/loss from pooled separate accounts	2022-12-31	$-10,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$61,249
Employer contributions (assets) at end of year	2022-12-31	$3,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$543,490
Contract administrator fees	2022-12-31	$64,430
Did the plan have assets held for investment	2022-12-31	Yes
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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,112,004
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$682,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$616,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$623,702
Value of total assets at end of year	2021-12-31	$5,076,415
Value of total assets at beginning of year	2021-12-31	$4,647,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$66,049
Total interest from all sources	2021-12-31	$15,175
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$123,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$123,420
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$413,470
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$210,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$429,384
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,076,415
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,647,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,952,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,630,555
Value of interest in pooled separate accounts at end of year	2021-12-31	$64,271
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$56,489
Interest earned on other investments	2021-12-31	$15,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,059,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$959,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$340,236
Net investment gain/loss from pooled separate accounts	2021-12-31	$9,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$28
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$616,571
Contract administrator fees	2021-12-31	$66,049
Did the plan have assets held for investment	2021-12-31	Yes
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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$947,521
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$653,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$613,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$550,441
Value of total assets at end of year	2020-12-31	$4,647,031
Value of total assets at beginning of year	2020-12-31	$4,352,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,176
Total interest from all sources	2020-12-31	$11,591
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$96,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$96,854
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$352,224
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$294,291
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,647,031
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,352,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,630,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,927,262
Value of interest in pooled separate accounts at end of year	2020-12-31	$56,489
Interest earned on other investments	2020-12-31	$11,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$959,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,425,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$268,263
Net investment gain/loss from pooled separate accounts	2020-12-31	$20,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$157,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$613,054
Contract administrator fees	2020-12-31	$40,176
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,129,335
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$290,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$285,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$568,016
Value of total assets at end of year	2019-12-31	$4,352,740
Value of total assets at beginning of year	2019-12-31	$3,513,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,227
Total interest from all sources	2019-12-31	$25,120
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$276,543
Other income not declared elsewhere	2019-12-31	$45,297
Administrative expenses (other) incurred	2019-12-31	$5,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$838,780
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,352,740
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,513,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,927,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,167,352
Interest earned on other investments	2019-12-31	$25,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,425,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,346,608
Net investment gain/loss from pooled separate accounts	2019-12-31	$490,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$291,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$285,328
Did the plan have assets held for investment	2019-12-31	Yes
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$367,841
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$137,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$132,457
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$504,402
Value of total assets at end of year	2018-12-31	$3,513,960
Value of total assets at beginning of year	2018-12-31	$3,283,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,780
Total interest from all sources	2018-12-31	$14,611
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$197,242
Participant contributions at beginning of year	2018-12-31	$83
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$28,300
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$4,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$230,604
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,513,960
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,283,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,167,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,164,674
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$14,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,346,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,118,599
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-151,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$278,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$132,457
Did the plan have assets held for investment	2018-12-31	Yes
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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$700,388
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$410,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$405,845
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$426,264
Value of total assets at end of year	2017-12-31	$3,283,356
Value of total assets at beginning of year	2017-12-31	$2,993,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,648
Total interest from all sources	2017-12-31	$13,324
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$151,207
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,211
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$4,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$289,895
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,283,356
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,993,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,164,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,766,939
Interest earned on other investments	2017-12-31	$13,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,118,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,226,522
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$260,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$265,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$405,845
Did the plan have assets held for investment	2017-12-31	Yes
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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$607,228
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$175,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$171,088
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$456,233
Value of total assets at end of year	2016-12-31	$2,993,461
Value of total assets at beginning of year	2016-12-31	$2,562,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,761
Total interest from all sources	2016-12-31	$14,368
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$152,417
Participant contributions at beginning of year	2016-12-31	$1,000
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$39,681
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$4,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$431,379
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,993,461
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,562,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,766,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,377,966
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$14,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,226,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,183,116
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$136,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$264,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$171,088
Did the plan have assets held for investment	2016-12-31	Yes
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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$410,352
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$236,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$230,349
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$413,540
Value of total assets at end of year	2015-12-31	$2,562,082
Value of total assets at beginning of year	2015-12-31	$2,387,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,887
Total interest from all sources	2015-12-31	$12,736
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$138,734
Participant contributions at beginning of year	2015-12-31	$1,883
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$22,037
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$5,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$174,116
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,562,082
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,387,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,377,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,348,227
Interest earned on other investments	2015-12-31	$12,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,184,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,037,856
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-15,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$252,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$230,349
Did the plan have assets held for investment	2015-12-31	Yes
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$515,097
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$253,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$248,038
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$419,558
Value of total assets at end of year	2014-12-31	$2,387,966
Value of total assets at beginning of year	2014-12-31	$2,126,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,793
Total interest from all sources	2014-12-31	$11,830
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$107,431
Participant contributions at end of year	2014-12-31	$1,883
Participant contributions at beginning of year	2014-12-31	$3,035
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$84,719
Administrative expenses (other) incurred	2014-12-31	$5,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$261,266
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,387,966
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,126,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,348,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,096,216
Interest on participant loans	2014-12-31	$36
Interest earned on other investments	2014-12-31	$11,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,037,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,027,449
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$83,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$227,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$248,038
Did the plan have assets held for investment	2014-12-31	Yes
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TSAKOPULOS BROWN SCHOTT & ANCHORS
Accountancy firm EIN	2014-12-31	742587209
2013 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$492,672
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$236,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$229,588
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$257,143
Value of total assets at end of year	2013-12-31	$2,126,700
Value of total assets at beginning of year	2013-12-31	$1,870,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,969
Total interest from all sources	2013-12-31	$13,174
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$79,409
Participant contributions at end of year	2013-12-31	$3,035
Participant contributions at beginning of year	2013-12-31	$4,142
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$6,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$256,115
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,126,700
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,870,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,096,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$800,262
Interest on participant loans	2013-12-31	$74
Interest earned on other investments	2013-12-31	$13,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,027,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,066,181
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$222,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$177,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$229,588
Did the plan have assets held for investment	2013-12-31	Yes
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TSAKOPULOS BROWN SCHOTT & ANCHORS
Accountancy firm EIN	2013-12-31	742587209
2012 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$551,340
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$70,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$65,401
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$462,402
Value of total assets at end of year	2012-12-31	$1,870,585
Value of total assets at beginning of year	2012-12-31	$1,389,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,641
Total interest from all sources	2012-12-31	$16,805
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$76,908
Participant contributions at end of year	2012-12-31	$4,142
Participant contributions at beginning of year	2012-12-31	$5,193
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$4,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$481,298
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,870,585
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,389,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$800,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$495,848
Interest on participant loans	2012-12-31	$140
Interest earned on other investments	2012-12-31	$16,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,066,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$888,246
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$72,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$385,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$65,401
Did the plan have assets held for investment	2012-12-31	Yes
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TSAKOPULOS BROWN SCHOTT & ANCHORS
Accountancy firm EIN	2012-12-31	742587209
2011 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$269,645
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$92,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$89,339
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$256,890
Value of total assets at end of year	2011-12-31	$1,389,287
Value of total assets at beginning of year	2011-12-31	$1,212,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,595
Total interest from all sources	2011-12-31	$17,536
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$65,278
Participant contributions at end of year	2011-12-31	$5,193
Participant contributions at beginning of year	2011-12-31	$6,185
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$3,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$176,711
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,389,287
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,212,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$495,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$430,279
Interest on participant loans	2011-12-31	$211
Interest earned on other investments	2011-12-31	$17,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$888,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$776,112
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-4,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$191,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$89,339
Did the plan have assets held for investment	2011-12-31	Yes
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TSAKOPULOS BROWN SCHOTT & ANCHORS
Accountancy firm EIN	2011-12-31	742587209
2010 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$267,219
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$239,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$239,552
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$192,074
Value of total assets at end of year	2010-12-31	$1,212,576
Value of total assets at beginning of year	2010-12-31	$1,184,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$21,907
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$49,989
Participant contributions at end of year	2010-12-31	$6,185
Participant contributions at beginning of year	2010-12-31	$6,883
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$27,667
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,212,576
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,184,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$430,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$387,419
Interest on participant loans	2010-12-31	$271
Interest earned on other investments	2010-12-31	$21,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$776,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$790,607
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$53,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$137,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$239,552
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TSAKOPULOS BROWN SCHOTT & ANCHORS
Accountancy firm EIN	2010-12-31	742587209
2009 : THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE VILLAGE AT INCARNATE WORD 403(B) PLAN

2022: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE VILLAGE AT INCARNATE WORD 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813720

Policy instance

Insurance contract or identification number	813720
Number of Individuals Covered	396
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	21
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813720

Policy instance

Insurance contract or identification number	813720
Number of Individuals Covered	505
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	21
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $625
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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	625
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813720

Policy instance

Insurance contract or identification number	813720
Number of Individuals Covered	483
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	22
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $625
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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	625
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	439
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,126
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	2126
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	361
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $713
Are there contracts with allocated funds for individual policies?	0
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	713
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	HOUSTON REGIONAL OFFICE

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	345
Insurance policy start date	2015-01-01
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 $598
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	598
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	HOUSTON REGIONAL OFFICE

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	340
Insurance policy start date	2014-01-01
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 $454
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	454
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	HOUSTON REGIONAL OFFICE

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	325
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,562
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	1562
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	HOUSTON REGIONAL OFFICE

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	334
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $283
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	116
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	TRACEY SMITH

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	231
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $400
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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

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

Policy contract number

014308J

Policy instance

Insurance contract or identification number	014308J
Number of Individuals Covered	170
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $503
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	1
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
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 $0
Amount paid for insurance broker fees	185
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	TRACEY SMITH

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Company Name:	INCARNATE WORD RETIREMENT COMMUNITY, INC.
Employer identification number (EIN):	741109717
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1989-04-07
Company Identification Number:	0111050301
Legal Registered Office Address:	4707 BROADWAY ST SAN ANTONIO United States of America (USA) 78209