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DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameDRISCOLL FOUNDATION 403(B) RETIREMENT PLAN
Plan identification number 002

DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.

401k Sponsoring company profile

DRISCOLL CHILDREN'S HEALTH has sponsored the creation of one or more 401k plans.

Company Name:DRISCOLL CHILDREN'S HEALTH
Employer identification number (EIN):742577746
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about DRISCOLL CHILDREN'S HEALTH

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-02-27
Company Identification Number: 0102966701
Legal Registered Office Address: PO BOX 6530 C/O ACCTNT DEPT

CORPUS CHRISTI
United States of America (USA)
78466

More information about DRISCOLL CHILDREN'S HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GREGORY WARD

Plan Statistics for DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2022: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,333
Total number of active participants reported on line 7a of the Form 55002022-01-012,817
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01797
Total of all active and inactive participants2022-01-013,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,621
Number of participants with account balances2022-01-013,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,273
Total number of active participants reported on line 7a of the Form 55002021-01-012,580
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01745
Total of all active and inactive participants2021-01-013,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-013,333
Number of participants with account balances2021-01-013,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,244
Total number of active participants reported on line 7a of the Form 55002020-01-012,579
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01644
Total of all active and inactive participants2020-01-013,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-013,230
Number of participants with account balances2020-01-013,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,085
Total number of active participants reported on line 7a of the Form 55002019-01-012,608
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01587
Total of all active and inactive participants2019-01-013,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-013,202
Number of participants with account balances2019-01-013,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,870
Total number of active participants reported on line 7a of the Form 55002018-01-012,500
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01540
Total of all active and inactive participants2018-01-013,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-013,046
Number of participants with account balances2018-01-012,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,804
Total number of active participants reported on line 7a of the Form 55002017-01-012,372
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01463
Total of all active and inactive participants2017-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-012,842
Number of participants with account balances2017-01-012,716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2022 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-13,348,361
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,314,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,241,398
Value of total corrective distributions2022-12-31$-1,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,221,287
Value of total assets at end of year2022-12-31$167,838,171
Value of total assets at beginning of year2022-12-31$193,500,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,695
Total interest from all sources2022-12-31$170,191
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,865,486
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$2,865,486
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$14,641,707
Participant contributions at end of year2022-12-31$4,363,814
Participant contributions at beginning of year2022-12-31$4,711,367
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,579,580
Other income not declared elsewhere2022-12-31$269,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,662,544
Value of net assets at end of year (total assets less liabilities)2022-12-31$167,838,171
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$193,500,715
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$152,856,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$177,117,244
Interest on participant loans2022-12-31$170,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,617,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,672,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,874,790
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,241,398
Contract administrator fees2022-12-31$74,695
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 name2022-12-31COLLIER, JOHNSON AND WOODS
Accountancy firm EIN2022-12-31742520265
2021 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$38,655,509
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,093,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,018,165
Value of total corrective distributions2021-12-31$10,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,941,182
Value of total assets at end of year2021-12-31$193,500,715
Value of total assets at beginning of year2021-12-31$163,939,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,354
Total interest from all sources2021-12-31$182,105
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,372,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,372,654
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$13,380,304
Participant contributions at end of year2021-12-31$4,711,367
Participant contributions at beginning of year2021-12-31$4,340,710
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,556,939
Other income not declared elsewhere2021-12-31$264,835
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
Value of net income/loss2021-12-31$29,561,511
Value of net assets at end of year (total assets less liabilities)2021-12-31$193,500,715
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$163,939,204
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$177,117,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$148,316,800
Interest on participant loans2021-12-31$182,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,672,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,281,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,894,733
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,018,165
Contract administrator fees2021-12-31$65,354
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 name2021-12-31COLLIER, JOHNSON AND WOODS
Accountancy firm EIN2021-12-31742520265
2020 : DRISCOLL FOUNDATION 403(B) RETIREMENT 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$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$36,266,073
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,533,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,467,453
Value of total corrective distributions2020-12-31$6,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,831,861
Value of total assets at end of year2020-12-31$163,939,204
Value of total assets at beginning of year2020-12-31$139,206,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,227
Total interest from all sources2020-12-31$206,959
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,083,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,083,098
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$12,379,914
Participant contributions at end of year2020-12-31$4,340,710
Participant contributions at beginning of year2020-12-31$4,396,795
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$448,171
Other income not declared elsewhere2020-12-31$283,855
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$24,732,317
Value of net assets at end of year (total assets less liabilities)2020-12-31$163,939,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$139,206,887
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$148,316,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$124,323,680
Interest on participant loans2020-12-31$206,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,281,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,486,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,860,300
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,467,453
Contract administrator fees2020-12-31$60,227
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 name2020-12-31COLLIER, JOHNSON AND WOODS
Accountancy firm EIN2020-12-31742520265
2019 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$34,690,039
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,358,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,288,087
Value of total corrective distributions2019-12-31$3,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,908,238
Value of total assets at end of year2019-12-31$139,206,887
Value of total assets at beginning of year2019-12-31$109,875,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,295
Total interest from all sources2019-12-31$173,723
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,480,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,480,832
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$10,768,995
Participant contributions at end of year2019-12-31$4,396,795
Participant contributions at beginning of year2019-12-31$3,990,274
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,139,243
Other income not declared elsewhere2019-12-31$264,301
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
Value of net income/loss2019-12-31$29,331,637
Value of net assets at end of year (total assets less liabilities)2019-12-31$139,206,887
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,875,250
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 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$124,323,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,791,684
Interest on participant loans2019-12-31$173,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,486,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,093,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,862,945
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,288,087
Contract administrator fees2019-12-31$67,295
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COLLIER, JOHNSON AND WOODS
Accountancy firm EIN2019-12-31742520265
2018 : DRISCOLL FOUNDATION 403(B) RETIREMENT 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$5,646,295
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,887,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,830,716
Expenses. Certain deemed distributions of participant loans2018-12-31$1,748
Value of total corrective distributions2018-12-31$1,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,263,834
Value of total assets at end of year2018-12-31$109,875,250
Value of total assets at beginning of year2018-12-31$112,115,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,356
Total interest from all sources2018-12-31$153,875
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,182,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,182,038
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$10,308,591
Participant contributions at end of year2018-12-31$3,990,274
Participant contributions at beginning of year2018-12-31$3,717,255
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$952,869
Other income not declared elsewhere2018-12-31$244,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,240,745
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,875,250
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,115,995
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$95,791,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$98,762,821
Interest on participant loans2018-12-31$153,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,093,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,635,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,197,696
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$2,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,830,716
Contract administrator fees2018-12-31$53,356
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 name2018-12-31COLLIER, JOHNSON AND WOODS
Accountancy firm EIN2018-12-31742520265
2017 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$22,773,362
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,414,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,343,891
Expenses. Certain deemed distributions of participant loans2017-12-31$31,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,868,429
Value of total assets at end of year2017-12-31$112,115,995
Value of total assets at beginning of year2017-12-31$96,757,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,538
Total interest from all sources2017-12-31$130,617
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,988,838
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$1,988,838
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$9,140,644
Participant contributions at end of year2017-12-31$3,717,255
Participant contributions at beginning of year2017-12-31$3,936,169
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$727,785
Other income not declared elsewhere2017-12-31$253,858
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$15,358,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,115,995
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$96,757,315
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$98,762,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,067,722
Interest on participant loans2017-12-31$130,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,635,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,753,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,531,620
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,343,891
Contract administrator fees2017-12-31$39,538
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 name2017-12-31COLLIER, JOHNSON AND WOODS
Accountancy firm EIN2017-12-31742520265

Form 5500 Responses for DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

2022: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28076
Policy instance 1
Insurance contract or identification numberGA28076
Number of Individuals Covered3519
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28076
Policy instance 1
Insurance contract or identification numberGA28076
Number of Individuals Covered3243
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28076
Policy instance 1
Insurance contract or identification numberGA28076
Number of Individuals Covered3145
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28076
Policy instance 1
Insurance contract or identification numberGA28076
Number of Individuals Covered3091
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28076
Policy instance 1
Insurance contract or identification numberGA28076
Number of Individuals Covered2947
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28076
Policy instance 1
Insurance contract or identification numberGA28076
Number of Individuals Covered2716
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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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