401k Plan data: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN plan

MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN
Plan identification number	003

MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type	Defined 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.

401k Sponsoring company profile

MENTAL HEALTH AMERICA OF GREATER TA RRANT COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MENTAL HEALTH AMERICA OF GREATER TA RRANT COUNTY, INC.

Employer identification number (EIN): 750983834

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 HAL ONEIL 2014-07-25 HAL ONEIL 2014-07-25
003 2012-01-01 HAL ONEIL
003 2011-01-01 HAL ONEIL
003 2010-01-01 LEE LEGRICE, EXEC. DIR.
003 2009-01-01 LEE LEGRICE, EXEC. DIR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	HAL ONEIL	2014-07-25	HAL ONEIL	2014-07-25
003	2012-01-01	HAL ONEIL
003	2011-01-01	HAL ONEIL
003	2010-01-01	LEE LEGRICE, EXEC. DIR.
003	2009-01-01	LEE LEGRICE, EXEC. DIR.

Plan Statistics for MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN

Measure Date Value
2012: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 10
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
2009: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	10
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
2009: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2012 : MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$32,322
Expenses. Total of all expenses incurred	2012-12-31	$10,345
Benefits paid (including direct rollovers)	2012-12-31	$10,345
Total plan assets at end of year	2012-12-31	$72,128
Total plan assets at beginning of year	2012-12-31	$50,151
Total contributions received or receivable from participants	2012-12-31	$14,465
Contributions received from other sources (not participants or employers)	2012-12-31	$12,807
Other income received	2012-12-31	$5,050
Net income (gross income less expenses)	2012-12-31	$21,977
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$72,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$50,151
2011 : MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$9,646
Expenses. Total of all expenses incurred	2011-12-31	$7,777
Benefits paid (including direct rollovers)	2011-12-31	$7,777
Total plan assets at end of year	2011-12-31	$50,151
Total plan assets at beginning of year	2011-12-31	$48,282
Total contributions received or receivable from participants	2011-12-31	$9,600
Other income received	2011-12-31	$46
Net income (gross income less expenses)	2011-12-31	$1,869
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$50,151
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$48,282
2010 : MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$15,780
Expenses. Total of all expenses incurred	2010-12-31	$6,502
Benefits paid (including direct rollovers)	2010-12-31	$6,348
Total plan assets at end of year	2010-12-31	$48,282
Total plan assets at beginning of year	2010-12-31	$39,004
Total contributions received or receivable from participants	2010-12-31	$11,725
Expenses. Other expenses not covered elsewhere	2010-12-31	$154
Other income received	2010-12-31	$4,055
Net income (gross income less expenses)	2010-12-31	$9,278
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$48,282
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$39,004
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN

2012: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MHA OF GREATER TARRANT COUNTY - TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

051767-G

Policy instance

Insurance contract or identification number	051767-G
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $34
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

051767-G

Policy instance

Insurance contract or identification number	051767-G
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $36
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker name	VARIOUS

Potentially related plans

MHA OF NYC 401(K) PLAN [EIN = 132637308]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MENTAL HEALTH AMERICA OF GREATER TA RRANT COUNTY, INC.
Employer identification number (EIN):	750983834
NAIC Classification:	624100
NAIC Description:	Individual and Family Services