401k Plan data: DESERET MUTUAL PUERTO RICO THRIFT PLAN plan

DESERET MUTUAL PUERTO RICO THRIFT PLAN 401k Plan overview

Plan Name	DESERET MUTUAL PUERTO RICO THRIFT PLAN
Plan identification number	005

DESERET MUTUAL PUERTO RICO THRIFT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DESERET MUTUAL BENEFIT ADMINISTRATORS has sponsored the creation of one or more 401k plans.

Company Name: DESERET MUTUAL BENEFIT ADMINISTRATORS

Employer identification number (EIN): 870440163

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DESERET MUTUAL PUERTO RICO THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 MICHAEL J. RASBAND
005 2016-01-01 MICHAEL J. RASBAND
005 2015-01-01 MICHAEL J. RASBAND
005 2014-01-01 MICHAEL J. RASBAND
005 2013-01-01 MICHAEL J. RASBAND MICHAEL J. RASBAND 2014-07-22
005 2012-01-01 DAVID K. ANDERSON DAVID K. ANDERSON 2013-10-09
005 2011-01-01 DAVID K. ANDERSON DAVID K. ANDERSON 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01
005	2021-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	MICHAEL J. RASBAND
005	2016-01-01	MICHAEL J. RASBAND
005	2015-01-01	MICHAEL J. RASBAND
005	2014-01-01	MICHAEL J. RASBAND
005	2013-01-01	MICHAEL J. RASBAND	MICHAEL J. RASBAND	2014-07-22
005	2012-01-01	DAVID K. ANDERSON	DAVID K. ANDERSON	2013-10-09
005	2011-01-01	DAVID K. ANDERSON	DAVID K. ANDERSON	2012-10-15

Plan Statistics for DESERET MUTUAL PUERTO RICO THRIFT PLAN

401k plan membership statisitcs for DESERET MUTUAL PUERTO RICO THRIFT PLAN

Measure Date Value
2022: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 21
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 22
2012: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 20
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 19
2011: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	21
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	22
2012: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	20
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	19
2011: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on DESERET MUTUAL PUERTO RICO THRIFT PLAN

Measure	Date	Value
2022 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-48,251
Expenses. Total of all expenses incurred	2022-12-31	$64,347
Benefits paid (including direct rollovers)	2022-12-31	$63,916
Total plan assets at end of year	2022-12-31	$1,267,054
Total plan assets at beginning of year	2022-12-31	$1,379,652
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Total contributions received or receivable from participants	2022-12-31	$51,839
Expenses. Other expenses not covered elsewhere	2022-12-31	$431
Contributions received from other sources (not participants or employers)	2022-12-31	$3,618
Other income received	2022-12-31	$-165,826
Net income (gross income less expenses)	2022-12-31	$-112,598
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,267,054
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,379,652
Assets. Value of participant loans	2022-12-31	$37,091
Total contributions received or receivable from employer(s)	2022-12-31	$62,118
2021 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$231,863
Expenses. Total of all expenses incurred	2021-12-31	$87,821
Benefits paid (including direct rollovers)	2021-12-31	$87,392
Total plan assets at end of year	2021-12-31	$1,379,652
Total plan assets at beginning of year	2021-12-31	$1,235,610
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Total contributions received or receivable from participants	2021-12-31	$50,140
Other income received	2021-12-31	$128,672
Net income (gross income less expenses)	2021-12-31	$144,042
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,379,652
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,235,610
Assets. Value of participant loans	2021-12-31	$48,436
Total contributions received or receivable from employer(s)	2021-12-31	$53,051
Value of corrective distributions	2021-12-31	$429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$216,641
Expenses. Total of all expenses incurred	2020-12-31	$32,897
Benefits paid (including direct rollovers)	2020-12-31	$32,457
Total plan assets at end of year	2020-12-31	$1,235,610
Total plan assets at beginning of year	2020-12-31	$1,051,866
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Total contributions received or receivable from participants	2020-12-31	$46,632
Contributions received from other sources (not participants or employers)	2020-12-31	$7
Other income received	2020-12-31	$122,531
Net income (gross income less expenses)	2020-12-31	$183,744
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,235,610
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,051,866
Assets. Value of participant loans	2020-12-31	$69,206
Total contributions received or receivable from employer(s)	2020-12-31	$47,471
Value of corrective distributions	2020-12-31	$440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$219,261
Expenses. Total of all expenses incurred	2019-12-31	$66,272
Benefits paid (including direct rollovers)	2019-12-31	$65,816
Total plan assets at end of year	2019-12-31	$1,051,866
Total plan assets at beginning of year	2019-12-31	$898,877
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$44,128
Expenses. Other expenses not covered elsewhere	2019-12-31	$456
Other income received	2019-12-31	$129,447
Net income (gross income less expenses)	2019-12-31	$152,989
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,051,866
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$898,877
Assets. Value of participant loans	2019-12-31	$23,711
Total contributions received or receivable from employer(s)	2019-12-31	$45,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$52,007
Expenses. Total of all expenses incurred	2018-12-31	$173,773
Benefits paid (including direct rollovers)	2018-12-31	$173,334
Total plan assets at end of year	2018-12-31	$898,877
Total plan assets at beginning of year	2018-12-31	$1,020,643
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$38,920
Other income received	2018-12-31	$-30,879
Net income (gross income less expenses)	2018-12-31	$-121,766
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$898,877
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,020,643
Assets. Value of participant loans	2018-12-31	$52,138
Total contributions received or receivable from employer(s)	2018-12-31	$43,966
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$156,493
Expenses. Total of all expenses incurred	2017-12-31	$49,357
Benefits paid (including direct rollovers)	2017-12-31	$48,892
Total plan assets at end of year	2017-12-31	$1,020,643
Total plan assets at beginning of year	2017-12-31	$913,507
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$38,680
Expenses. Other expenses not covered elsewhere	2017-12-31	$465
Other income received	2017-12-31	$72,926
Net income (gross income less expenses)	2017-12-31	$107,136
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,020,643
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$913,507
Assets. Value of participant loans	2017-12-31	$57,773
Total contributions received or receivable from employer(s)	2017-12-31	$44,887
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$146,316
Expenses. Total of all expenses incurred	2016-12-31	$1,734
Benefits paid (including direct rollovers)	2016-12-31	$1,214
Total plan assets at end of year	2016-12-31	$913,507
Total plan assets at beginning of year	2016-12-31	$768,925
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$41,995
Expenses. Other expenses not covered elsewhere	2016-12-31	$520
Contributions received from other sources (not participants or employers)	2016-12-31	$3,045
Other income received	2016-12-31	$52,873
Net income (gross income less expenses)	2016-12-31	$144,582
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$913,507
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$768,925
Assets. Value of participant loans	2016-12-31	$71,288
Total contributions received or receivable from employer(s)	2016-12-31	$48,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$78,487
Expenses. Total of all expenses incurred	2015-12-31	$124,990
Benefits paid (including direct rollovers)	2015-12-31	$124,424
Total plan assets at end of year	2015-12-31	$768,925
Total plan assets at beginning of year	2015-12-31	$815,428
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$49,516
Expenses. Other expenses not covered elsewhere	2015-12-31	$566
Other income received	2015-12-31	$-17,831
Net income (gross income less expenses)	2015-12-31	$-46,503
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$768,925
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$815,428
Assets. Value of participant loans	2015-12-31	$67,993
Total contributions received or receivable from employer(s)	2015-12-31	$46,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$3,053
Total plan liabilities at beginning of year	2014-12-31	$7,886
Total income from all sources	2014-12-31	$143,419
Expenses. Total of all expenses incurred	2014-12-31	$107,208
Benefits paid (including direct rollovers)	2014-12-31	$107,066
Total plan assets at end of year	2014-12-31	$815,428
Total plan assets at beginning of year	2014-12-31	$784,050
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$67,124
Expenses. Other expenses not covered elsewhere	2014-12-31	$142
Contributions received from other sources (not participants or employers)	2014-12-31	$5,419
Other income received	2014-12-31	$28,816
Net income (gross income less expenses)	2014-12-31	$36,211
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$815,428
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$776,164
Assets. Value of participant loans	2014-12-31	$47,889
Total contributions received or receivable from employer(s)	2014-12-31	$42,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$7,886
Total income from all sources	2013-12-31	$114,980
Expenses. Total of all expenses incurred	2013-12-31	$146,815
Benefits paid (including direct rollovers)	2013-12-31	$146,815
Total plan assets at end of year	2013-12-31	$784,050
Total plan assets at beginning of year	2013-12-31	$807,999
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$57,531
Contributions received from other sources (not participants or employers)	2013-12-31	$637
Other income received	2013-12-31	$25,465
Net income (gross income less expenses)	2013-12-31	$-31,835
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$776,164
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$807,999
Assets. Value of participant loans	2013-12-31	$36,743
Total contributions received or receivable from employer(s)	2013-12-31	$31,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$1,284
Total income from all sources	2012-12-31	$118,629
Expenses. Total of all expenses incurred	2012-12-31	$10,082
Benefits paid (including direct rollovers)	2012-12-31	$10,082
Total plan assets at end of year	2012-12-31	$807,999
Total plan assets at beginning of year	2012-12-31	$700,736
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$46,790
Other income received	2012-12-31	$44,385
Net income (gross income less expenses)	2012-12-31	$108,547
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$807,999
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$699,452
Assets. Value of participant loans	2012-12-31	$69,702
Total contributions received or receivable from employer(s)	2012-12-31	$27,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$550,990
Total plan liabilities at end of year	2011-12-31	$1,284
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$77,359
Expenses. Total of all expenses incurred	2011-12-31	$39,819
Benefits paid (including direct rollovers)	2011-12-31	$39,819
Total plan assets at end of year	2011-12-31	$700,736
Total plan assets at beginning of year	2011-12-31	$110,922
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$41,160
Other income received	2011-12-31	$11,916
Net income (gross income less expenses)	2011-12-31	$37,540
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$699,452
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$110,922
Assets. Value of participant loans	2011-12-31	$64,925
Total contributions received or receivable from employer(s)	2011-12-31	$24,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DESERET MUTUAL PUERTO RICO THRIFT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$108,145
Total plan liabilities at end of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,777
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$110,922
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$1,642
Other income received	2010-12-31	$142
Net income (gross income less expenses)	2010-12-31	$2,777
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$110,922
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$106,374
Total contributions received or receivable from employer(s)	2010-12-31	$993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for DESERET MUTUAL PUERTO RICO THRIFT PLAN

2022: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DESERET MUTUAL PUERTO RICO THRIFT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DESERET MUTUAL PUERTO RICO THRIFT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DESERET MUTUAL PUERTO RICO THRIFT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DESERET MUTUAL BENEFIT ADMINISTRATORS
Employer identification number (EIN):	870440163
NAIC Classification:	524290