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FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 401k Plan overview

Plan NameFORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN
Plan identification number 001

FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FORT WORTH CHRISTIAN SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:FORT WORTH CHRISTIAN SCHOOL, INC.
Employer identification number (EIN):751327027
NAIC Classification:611000

Additional information about FORT WORTH CHRISTIAN SCHOOL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1957-05-13
Company Identification Number: 0013966301
Legal Registered Office Address: 6200 HOLIDAY LN

N RICHLND HLS
United States of America (USA)
76180

More information about FORT WORTH CHRISTIAN SCHOOL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012020-01-01
0012018-01-01
0012017-01-01KENNETH CHEESEMAN KENNETH CHEESEMAN2018-07-30
0012016-09-01KENNETH CHEESEMAN KENNETH CHEESEMAN2017-07-26
0012015-09-01KENNETH CHEESEMAN KENNETH CHEESEMAN2017-06-09
0012014-09-01BETH RILEY BETH RILEY2016-03-30
0012013-09-01KELLY MOORE KELLY MOORE2015-06-15
0012012-09-01KELLY MOORE2015-09-21 KELLY MOORE2015-09-21
0012011-09-01JACQUELINE RUTLEDGE2015-10-06 JACQUELINE RUTLEDGE2015-10-06
0012010-09-01KELLY MOORE2015-09-21 KELLY MOORE2015-09-21
0012009-09-01KELLY MOORE2015-09-21 KELLY MOORE2015-09-21
0012008-09-01KELLY MOORE2015-09-21 KELLY MOORE2015-09-21

Plan Statistics for FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN

401k plan membership statisitcs for FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN

Measure Date Value
2022: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01224
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01273
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2020: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01184
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01232
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01232
Number of participants with account balances2018-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01234
Total participants2017-01-01234
Number of participants with account balances2017-01-01104
2016: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01207
Total number of active participants reported on line 7a of the Form 55002016-09-01196
Number of other retired or separated participants entitled to future benefits2016-09-0123
Total of all active and inactive participants2016-09-01219
Total participants2016-09-01219
Number of participants with account balances2016-09-01105
2015: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01146
Total number of active participants reported on line 7a of the Form 55002015-09-01184
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0123
Total of all active and inactive participants2015-09-01207
Total participants2015-09-01207
Number of participants with account balances2015-09-01106
2014: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01128
Total number of active participants reported on line 7a of the Form 55002014-09-01125
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0121
Total of all active and inactive participants2014-09-01146
Total participants2014-09-01146
Number of participants with account balances2014-09-01106
2013: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01133
Total number of active participants reported on line 7a of the Form 55002013-09-01105
Number of retired or separated participants receiving benefits2013-09-011
Number of other retired or separated participants entitled to future benefits2013-09-0122
Total of all active and inactive participants2013-09-01128
Total participants2013-09-01128
Number of participants with account balances2013-09-01108

Financial Data on FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN

Measure Date Value
2022 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$5,328
Total transfer of assets from 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$0
Total income from all sources (including contributions)2022-12-31$-149,272
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$329,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$328,460
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$935,090
Value of total assets at end of year2022-12-31$6,279,526
Value of total assets at beginning of year2022-12-31$6,752,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$703
Total interest from all sources2022-12-31$4,252
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$408,303
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$309,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$703
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-478,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,279,526
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,752,633
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,587,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,005,575
Value of interest in pooled separate accounts at end of year2022-12-31$40,463
Value of interest in pooled separate accounts at beginning of year2022-12-31$41,408
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$4,252
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$651,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$705,650
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,088,614
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$217,459
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$328,460
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SPROLES WOODARD LLP
Accountancy firm EIN2022-12-31750807999
2021 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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$1,384,287
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$287,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$287,173
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$548,402
Value of total assets at end of year2021-12-31$6,752,633
Value of total assets at beginning of year2021-12-31$5,655,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$17,772
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$342,322
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$10,381
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,097,114
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,752,633
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,655,519
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$6,005,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,979,248
Value of interest in pooled separate accounts at end of year2021-12-31$41,408
Value of interest in pooled separate accounts at beginning of year2021-12-31$29,938
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$17,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$705,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$646,333
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$97,757
Net investment gain/loss from pooled separate accounts2021-12-31$720,356
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$197,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$276,792
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SPROLES WOODARD LLP
Accountancy firm EIN2021-12-31750807999
2020 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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$1,195,373
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$329,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$329,269
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$519,660
Value of total assets at end of year2020-12-31$5,655,520
Value of total assets at beginning of year2020-12-31$4,789,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$539
Total interest from all sources2020-12-31$19,055
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$282,591
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,639
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$539
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$865,565
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,655,520
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,789,955
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$4,979,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,126,825
Value of interest in pooled separate accounts at end of year2020-12-31$29,938
Value of interest in pooled separate accounts at beginning of year2020-12-31$52,546
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$19,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$646,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$610,584
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$10,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$107,347
Net investment gain/loss from pooled separate accounts2020-12-31$549,311
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$189,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$319,122
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 name2020-12-31SPROLES WOODARD LLP
Accountancy firm EIN2020-12-31750807999
2018 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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$2,850,369
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,995,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,994,996
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,908,212
Value of total assets at end of year2018-12-31$3,851,994
Value of total assets at beginning of year2018-12-31$3,997,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$418
Total interest from all sources2018-12-31$21,867
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$240,671
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,382,879
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-145,045
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,851,994
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,997,039
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$3,226,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,219,136
Value of interest in pooled separate accounts at end of year2018-12-31$56,560
Value of interest in pooled separate accounts at beginning of year2018-12-31$240,043
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$21,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$568,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$537,860
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-79,710
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$284,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,994,996
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 name2018-12-31SPROLES WOODARD LLP
Accountancy firm EIN2018-12-31750807999
2017 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$924,271
Total of all expenses incurred2017-12-31$65,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$65,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$441,791
Value of total assets at end of year2017-12-31$4,170,242
Value of total assets at beginning of year2017-12-31$3,311,394
Total interest from all sources2017-12-31$18,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$244,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$173,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$148,528
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$858,848
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,170,242
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,311,394
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$3,219,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,436,558
Value of interest in pooled separate accounts at end of year2017-12-31$240,043
Value of interest in pooled separate accounts at beginning of year2017-12-31$243,004
Interest earned on other investments2017-12-31$18,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$537,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$483,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$453,673
Net investment gain/loss from pooled separate accounts2017-12-31$10,179
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$197,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$65,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SPROLES WOODARD LLP
Accountancy firm EIN2017-12-31750807999
2016 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$324,973
Total of all expenses incurred2016-12-31$165,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$165,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$280,620
Value of total assets at end of year2016-12-31$3,311,394
Value of total assets at beginning of year2016-12-31$3,152,351
Total interest from all sources2016-12-31$6,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$77,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$148,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$159,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,311,394
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,152,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,436,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,401,206
Value of interest in pooled separate accounts at end of year2016-12-31$243,004
Value of interest in pooled separate accounts at beginning of year2016-12-31$255,992
Interest earned on other investments2016-12-31$6,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$483,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$495,153
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$32,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,020
Net investment gain/loss from pooled separate accounts2016-12-31$3,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$203,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$133,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SPROLES WOODARD LLP
Accountancy firm EIN2016-12-31750807999
Total transfer of assets to this plan2016-08-31$244,613
Total income from all sources (including contributions)2016-08-31$521,587
Total of all expenses incurred2016-08-31$207,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$207,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$373,257
Value of total assets at end of year2016-08-31$3,152,351
Value of total assets at beginning of year2016-08-31$2,593,770
Total interest from all sources2016-08-31$15,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$250,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$204,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$313,968
Value of net assets at end of year (total assets less liabilities)2016-08-31$3,152,351
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$2,593,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$2,401,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$1,990,014
Value of interest in pooled separate accounts at end of year2016-08-31$255,992
Value of interest in pooled separate accounts at beginning of year2016-08-31$223,788
Interest earned on other investments2016-08-31$15,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$495,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$379,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$119,563
Net investment gain/loss from pooled separate accounts2016-08-31$13,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$168,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$207,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-08-31No
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31SPROLES WOODARD LLP
Accountancy firm EIN2016-08-31750807999
2015 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-08-31$334,478
Total of all expenses incurred2015-08-31$131,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$131,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$334,744
Value of total assets at end of year2015-08-31$2,593,770
Value of total assets at beginning of year2015-08-31$2,390,402
Total interest from all sources2015-08-31$13,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$250,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$169,626
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$5,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$203,368
Value of net assets at end of year (total assets less liabilities)2015-08-31$2,593,770
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,390,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$1,990,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$1,850,845
Value of interest in pooled separate accounts at end of year2015-08-31$223,788
Value of interest in pooled separate accounts at beginning of year2015-08-31$192,360
Interest earned on other investments2015-08-31$13,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$379,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$347,197
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$21,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-34,002
Net investment gain/loss from pooled separate accounts2015-08-31$19,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$159,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$109,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-08-31No
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31SPROLES WOODARD LLP
Accountancy firm EIN2015-08-31750807999
2014 : FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-08-31$559,306
Total of all expenses incurred2014-08-31$92,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$92,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$267,511
Value of total assets at end of year2014-08-31$2,390,402
Value of total assets at beginning of year2014-08-31$1,923,468
Total interest from all sources2014-08-31$14,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$250,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$133,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$466,934
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,390,402
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$1,923,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,850,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,465,780
Value of interest in pooled separate accounts at end of year2014-08-31$192,360
Value of interest in pooled separate accounts at beginning of year2014-08-31$162,826
Interest earned on other investments2014-08-31$14,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$347,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$294,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$257,924
Net investment gain/loss from pooled separate accounts2014-08-31$19,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$133,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$92,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31SPROLES WOODARD LLP
Accountancy firm EIN2014-08-31750807999

Form 5500 Responses for FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN

2022: FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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 benefit arrangement – InsuranceYes
2020: FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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 benefit arrangement – InsuranceYes
2018: FORT WORTH CHRISTIAN SCHOOL 403(B) DC 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 benefit arrangement – InsuranceYes
2017: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: FORT WORTH CHRISTIAN SCHOOL 403(B) DC PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061654K
Policy instance 1
Insurance contract or identification number061654K
Number of Individuals Covered273
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $703
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees703
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388226
Policy instance 2
Insurance contract or identification number388226
Number of Individuals Covered105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061654K
Policy instance 1
Insurance contract or identification number061654K
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $546
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees546
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388226
Policy instance 2
Insurance contract or identification number388226
Number of Individuals Covered118
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061654K
Policy instance 1
Insurance contract or identification number061654K
Number of Individuals Covered184
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $546
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees546
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388226
Policy instance 2
Insurance contract or identification number388226
Number of Individuals Covered134
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061654K
Policy instance 1
Insurance contract or identification number061654K
Number of Individuals Covered232
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388226
Policy instance 1
Insurance contract or identification number388226
Number of Individuals Covered104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388226
Policy instance 1
Insurance contract or identification number388226
Number of Individuals Covered106
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388226
Policy instance 1
Insurance contract or identification number388226
Number of Individuals Covered128
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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