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DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 401k Plan overview

Plan NameDRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN
Plan identification number 003

DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

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 EMPLOYER MATCHING AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GREGORY WARD

Plan Statistics for DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN

401k plan membership statisitcs for DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN

Measure Date Value
2022: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124,132
Total number of active participants reported on line 7a of the Form 55002022-01-012,424
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,049
Total of all active and inactive participants2022-01-013,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-013,489
Number of participants with account balances2022-01-013,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01213
2021: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,276
Total number of active participants reported on line 7a of the Form 55002021-01-0123,190
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01925
Total of all active and inactive participants2021-01-0124,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-0124,132
Number of participants with account balances2021-01-013,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01193
2020: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,134
Total number of active participants reported on line 7a of the Form 55002020-01-012,399
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01816
Total of all active and inactive participants2020-01-013,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0117
Total participants2020-01-013,232
Number of participants with account balances2020-01-013,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01175
2019: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,928
Total number of active participants reported on line 7a of the Form 55002019-01-012,358
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01715
Total of all active and inactive participants2019-01-013,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-013,092
Number of participants with account balances2019-01-013,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01176
2018: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,821
Total number of active participants reported on line 7a of the Form 55002018-01-012,227
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01689
Total of all active and inactive participants2018-01-012,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-012,928
Number of participants with account balances2018-01-012,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01166
2017: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,816
Total number of active participants reported on line 7a of the Form 55002017-01-012,108
Number of retired or separated participants receiving benefits2017-01-01101
Number of other retired or separated participants entitled to future benefits2017-01-01601
Total of all active and inactive participants2017-01-012,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-012,821
Number of participants with account balances2017-01-012,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01192

Financial Data on DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN

Measure Date Value
2022 : DRISCOLL FOUNDATION EMPLOYER MATCHING AND 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$0
Total income from all sources (including contributions)2022-12-31$-18,987,355
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,211,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,203,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,828,973
Value of total assets at end of year2022-12-31$192,055,678
Value of total assets at beginning of year2022-12-31$224,254,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,803
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,616,626
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$3,616,626
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
Other income not declared elsewhere2022-12-31$496,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,198,506
Value of net assets at end of year (total assets less liabilities)2022-12-31$192,055,678
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$224,254,184
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$171,085,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$201,981,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,969,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,272,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,929,274
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
Contributions received in cash from employer2022-12-31$14,828,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,203,348
Contract administrator fees2022-12-31$7,803
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 EMPLOYER MATCHING AND 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$40,248,367
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,494,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,487,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,156,783
Value of total assets at end of year2021-12-31$224,254,184
Value of total assets at beginning of year2021-12-31$193,500,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,964
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,112,585
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$7,112,585
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
Other income not declared elsewhere2021-12-31$486,459
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$30,753,901
Value of net assets at end of year (total assets less liabilities)2021-12-31$224,254,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$193,500,283
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$201,981,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$171,630,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,272,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,869,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,492,540
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$14,156,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,487,502
Contract administrator fees2021-12-31$6,964
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 EMPLOYER MATCHING AND 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$38,151,793
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,336,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,331,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,044,418
Value of total assets at end of year2020-12-31$193,500,283
Value of total assets at beginning of year2020-12-31$160,684,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,644
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,365,704
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$4,365,704
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
Other income not declared elsewhere2020-12-31$495,070
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$32,815,707
Value of net assets at end of year (total assets less liabilities)2020-12-31$193,500,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$160,684,576
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$171,630,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$140,792,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,869,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,892,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,246,601
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$13,044,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,331,442
Contract administrator fees2020-12-31$4,644
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 EMPLOYER MATCHING AND 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$36,950,628
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,940,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,933,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,575,273
Value of total assets at end of year2019-12-31$160,684,576
Value of total assets at beginning of year2019-12-31$128,674,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,378
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,973,002
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$2,973,002
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
Other income not declared elsewhere2019-12-31$482,196
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$32,010,323
Value of net assets at end of year (total assets less liabilities)2019-12-31$160,684,576
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$128,674,253
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$140,792,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$109,450,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,892,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,223,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,920,157
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
Contributions received in cash from employer2019-12-31$11,575,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,933,927
Contract administrator fees2019-12-31$6,378
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 EMPLOYER MATCHING AND 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$4,320,239
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,454,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,449,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,791,413
Value of total assets at end of year2018-12-31$128,674,253
Value of total assets at beginning of year2018-12-31$130,808,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,483
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,609,323
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$2,609,323
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
Other income not declared elsewhere2018-12-31$449,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,134,251
Value of net assets at end of year (total assets less liabilities)2018-12-31$128,674,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$130,808,504
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$109,450,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,373,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,223,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,434,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,530,109
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$10,791,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,449,007
Contract administrator fees2018-12-31$5,483
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 EMPLOYER MATCHING AND 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$25,058,521
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,561,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,556,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,774,332
Value of total assets at end of year2017-12-31$130,808,504
Value of total assets at beginning of year2017-12-31$112,311,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,393
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,285,191
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$2,285,191
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
Other income not declared elsewhere2017-12-31$458,052
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$18,497,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$130,808,504
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$112,311,215
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$111,373,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$92,262,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,434,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,048,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,540,946
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$9,774,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,556,839
Contract administrator fees2017-12-31$4,393
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 EMPLOYER MATCHING AND RETIREMENT PLAN

2022: DRISCOLL FOUNDATION EMPLOYER MATCHING AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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: DRISCOLL FOUNDATION EMPLOYER MATCHING AND 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 EMPLOYER MATCHING AND 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 EMPLOYER MATCHING AND 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 EMPLOYER MATCHING AND 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 EMPLOYER MATCHING AND 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 numberGA28106
Policy instance 1
Insurance contract or identification numberGA28106
Number of Individuals Covered3454
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 numberGA28106
Policy instance 1
Insurance contract or identification numberGA28106
Number of Individuals Covered3255
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 numberGA28106
Policy instance 1
Insurance contract or identification numberGA28106
Number of Individuals Covered3221
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 numberGA28106
Policy instance 1
Insurance contract or identification numberGA28106
Number of Individuals Covered3075
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 numberGA28106
Policy instance 1
Insurance contract or identification numberGA28106
Number of Individuals Covered2906
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 numberGA28106
Policy instance 1
Insurance contract or identification numberGA28106
Number of Individuals Covered2693
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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