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ONE VOICE CENTRAL TEXAS 403(B) PLAN 401k Plan overview

Plan NameONE VOICE CENTRAL TEXAS 403(B) PLAN
Plan identification number 001

ONE VOICE CENTRAL TEXAS 403(B) PLAN Benefits

401k Plan TypeDefined 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

ONE VOICE CENTRAL TEXAS has sponsored the creation of one or more 401k plans.

Company Name:ONE VOICE CENTRAL TEXAS
Employer identification number (EIN):742314772
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONE VOICE CENTRAL TEXAS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-05-03

Plan Statistics for ONE VOICE CENTRAL TEXAS 403(B) PLAN

401k plan membership statisitcs for ONE VOICE CENTRAL TEXAS 403(B) PLAN

Measure Date Value
2022: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,905
Total number of active participants reported on line 7a of the Form 55002022-01-011,836
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01272
Total of all active and inactive participants2022-01-012,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,115
Number of participants with account balances2022-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01128
2021: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,669
Total number of active participants reported on line 7a of the Form 55002021-01-011,611
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01218
Total of all active and inactive participants2021-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,839
Number of participants with account balances2021-01-011,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0195
2020: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,635
Total number of active participants reported on line 7a of the Form 55002020-01-011,491
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,620
Number of participants with account balances2020-01-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,241
Total number of active participants reported on line 7a of the Form 55002019-01-011,318
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,461
Number of participants with account balances2019-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01716
Total number of active participants reported on line 7a of the Form 55002018-01-011,348
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-011,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,478
Number of participants with account balances2018-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01513
Total number of active participants reported on line 7a of the Form 55002017-01-011,158
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01168
Total of all active and inactive participants2017-01-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,333
Number of participants with account balances2017-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-03354
Total number of active participants reported on line 7a of the Form 55002016-05-03445
Number of retired or separated participants receiving benefits2016-05-031
Number of other retired or separated participants entitled to future benefits2016-05-0367
Total of all active and inactive participants2016-05-03513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-030
Total participants2016-05-03513
Number of participants with account balances2016-05-03259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-030

Financial Data on ONE VOICE CENTRAL TEXAS 403(B) PLAN

Measure Date Value
2022 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,663
Total income from all sources (including contributions)2022-12-31$1,416,782
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,703,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,327,886
Expenses. Certain deemed distributions of participant loans2022-12-31$82,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,118,600
Value of total assets at end of year2022-12-31$26,796,165
Value of total assets at beginning of year2022-12-31$29,078,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$293,129
Total interest from all sources2022-12-31$9,779
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$663,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$663,106
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,148,270
Participant contributions at end of year2022-12-31$237,319
Participant contributions at beginning of year2022-12-31$199,427
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,305,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,663
Other income not declared elsewhere2022-12-31$62,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,286,774
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,779,126
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,065,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,165,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,879,136
Interest on participant loans2022-12-31$9,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$393,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,437,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,664,733
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,327,886
Contract administrator fees2022-12-31$293,129
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31APRIO LLP
Accountancy firm EIN2022-12-31571157523
2021 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$45,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,973
Total income from all sources (including contributions)2021-12-31$7,577,299
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,451,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,132,561
Expenses. Certain deemed distributions of participant loans2021-12-31$47,280
Value of total corrective distributions2021-12-31$12,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,351,915
Value of total assets at end of year2021-12-31$29,078,563
Value of total assets at beginning of year2021-12-31$24,899,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$259,191
Total interest from all sources2021-12-31$9,840
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$696,824
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$696,824
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,953,170
Participant contributions at end of year2021-12-31$199,427
Participant contributions at beginning of year2021-12-31$190,986
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,630
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$189,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$4,125,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,065,900
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,895,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,879,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,564,821
Interest on participant loans2021-12-31$9,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,518,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,209,153
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$136,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,132,561
Contract administrator fees2021-12-31$259,191
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAUER & COMPANY, LLC
Accountancy firm EIN2021-12-31471743368
2020 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,973
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$7,011,260
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,074,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,711,385
Expenses. Certain deemed distributions of participant loans2020-12-31$163,505
Value of total corrective distributions2020-12-31$4,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,895,852
Value of total assets at end of year2020-12-31$24,899,981
Value of total assets at beginning of year2020-12-31$19,958,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$194,891
Total interest from all sources2020-12-31$81,620
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$588,974
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$588,974
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,410,425
Participant contributions at end of year2020-12-31$190,986
Participant contributions at beginning of year2020-12-31$133,064
Participant contributions at end of year2020-12-31$7,630
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$327,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$3,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,936,506
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,895,008
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,958,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,564,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,825,438
Interest on participant loans2020-12-31$7,139
Interest earned on other investments2020-12-31$74,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,444,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,158,046
Employer contributions (assets) at end of year2020-12-31$136,544
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,708,241
Contract administrator fees2020-12-31$194,891
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAUER & COMPANY, LLC
Accountancy firm EIN2020-12-31471743368
2019 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$521,278
Total transfer of assets to this plan2019-12-31$521,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$7,023,639
Total income from all sources (including contributions)2019-12-31$7,023,639
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,034,630
Total of all expenses incurred2019-12-31$3,034,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,850,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,850,531
Expenses. Certain deemed distributions of participant loans2019-12-31$64,918
Expenses. Certain deemed distributions of participant loans2019-12-31$64,918
Value of total corrective distributions2019-12-31$406
Value of total corrective distributions2019-12-31$406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,988,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,988,219
Value of total assets at end of year2019-12-31$19,958,502
Value of total assets at end of year2019-12-31$19,958,502
Value of total assets at beginning of year2019-12-31$15,448,215
Value of total assets at beginning of year2019-12-31$15,448,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,775
Total interest from all sources2019-12-31$4,753
Total interest from all sources2019-12-31$4,753
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$535,742
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$535,742
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$535,742
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$535,742
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,913,523
Contributions received from participants2019-12-31$1,913,523
Participant contributions at end of year2019-12-31$133,064
Participant contributions at end of year2019-12-31$133,064
Participant contributions at beginning of year2019-12-31$134,694
Participant contributions at beginning of year2019-12-31$134,694
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,209,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,209,314
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$8,061
Total non interest bearing cash at beginning of year2019-12-31$8,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,989,009
Value of net income/loss2019-12-31$3,989,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,958,502
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,958,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,448,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,448,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,825,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,825,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,305,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,305,460
Interest on participant loans2019-12-31$4,753
Interest on participant loans2019-12-31$4,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,494,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,494,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$865,382
Contributions received in cash from employer2019-12-31$865,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,850,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,850,531
Contract administrator fees2019-12-31$118,775
Contract administrator fees2019-12-31$118,775
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAUER & COMPANY, LLC
Accountancy firm name2019-12-31BAUER & COMPANY, LLC
Accountancy firm EIN2019-12-31471743368
Accountancy firm EIN2019-12-31471743368
2018 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,608,120
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,411,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,347,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,600,460
Value of total assets at end of year2018-12-31$15,448,215
Value of total assets at beginning of year2018-12-31$15,251,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,612
Total interest from all sources2018-12-31$6,685
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-999,025
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$-999,025
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,484,375
Participant contributions at end of year2018-12-31$134,694
Participant contributions at beginning of year2018-12-31$149,800
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$317,368
Total non interest bearing cash at end of year2018-12-31$8,061
Total non interest bearing cash at beginning of year2018-12-31$8,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$197,014
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,448,215
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,251,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,305,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,092,752
Income. Interest from loans (other than to participants)2018-12-31$6,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$798,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,347,494
Contract administrator fees2018-12-31$63,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAUER & COMPANY
Accountancy firm EIN2018-12-31460718957
2017 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$5,552,205
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$4,637,830
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,743,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,705,993
Expenses. Certain deemed distributions of participant loans2017-12-31$2,093
Value of total corrective distributions2017-12-31$1,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,680,414
Value of total assets at end of year2017-12-31$15,251,201
Value of total assets at beginning of year2017-12-31$6,804,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,142
Total interest from all sources2017-12-31$6,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$23,683
Administrative expenses professional fees incurred2017-12-31$33,142
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,287,494
Participant contributions at end of year2017-12-31$149,800
Participant contributions at beginning of year2017-12-31$105,095
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$759,032
Total non interest bearing cash at end of year2017-12-31$8,649
Total non interest bearing cash at beginning of year2017-12-31$4,192,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,894,700
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,251,201
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,804,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,092,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,506,330
Interest on participant loans2017-12-31$6,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,926,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$633,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,705,993
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAUER & COMPANY, LLC
Accountancy firm EIN2017-12-31471743368
2016 : ONE VOICE CENTRAL TEXAS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$6,266,268
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$543,357
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229
Expenses. Certain deemed distributions of participant loans2016-12-31$644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$401,818
Value of total assets at end of year2016-12-31$6,804,296
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,456
Total interest from all sources2016-12-31$820
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$84,715
Participant contributions at end of year2016-12-31$105,095
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$268,085
Total non interest bearing cash at end of year2016-12-31$4,192,871
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$538,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,804,296
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,506,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$140,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$49,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229
Contract administrator fees2016-12-31$4,456
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No

Form 5500 Responses for ONE VOICE CENTRAL TEXAS 403(B) PLAN

2022: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ONE VOICE CENTRAL TEXAS 403(B) PLAN 2016 form 5500 responses
2016-05-03Type of plan entityMulitple employer plan
2016-05-03First time form 5500 has been submittedYes
2016-05-03Submission has been amendedNo
2016-05-03This submission is the final filingNo
2016-05-03This return/report is a short plan year return/report (less than 12 months)Yes
2016-05-03Plan is a collectively bargained planNo
2016-05-03Plan funding arrangement – InsuranceYes
2016-05-03Plan funding arrangement – TrustYes
2016-05-03Plan benefit arrangement – InsuranceYes
2016-05-03Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505534-01
Policy instance 1
Insurance contract or identification number505534-01
Number of Individuals Covered169
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505534-01
Policy instance 1
Insurance contract or identification number505534-01
Number of Individuals Covered74
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505534-01
Policy instance 1
Insurance contract or identification number505534-01
Number of Individuals Covered119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505534-01
Policy instance 1
Insurance contract or identification number505534-01
Number of Individuals Covered60
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61893-1
Policy instance 1
Insurance contract or identification numberMR61893-1
Number of Individuals Covered831
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61893-1
Policy instance 1
Insurance contract or identification numberMR 61893-1
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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