401k Plan data: DESERET MUTUAL THRIFT PLAN plan

DESERET MUTUAL THRIFT PLAN 401k Plan overview

Plan Name	DESERET MUTUAL THRIFT PLAN
Plan identification number	006

DESERET MUTUAL 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2015-01-01 MICHAEL J. RASBAND
006 2015-01-01 MICHAEL J. RASBAND
006 2014-01-01 MICHAEL J. RASBAND
006 2013-01-01 MICHAEL J. RASBAND
006 2012-01-01 DAVID K. ANDERSON DAVID K. ANDERSON 2013-10-08
006 2011-01-01 DAVID K. ANDERSON DAVID K. ANDERSON 2012-11-16
006 2010-01-01 DAVID K. ANDERSON DAVID K. ANDERSON 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
006	2015-01-01	MICHAEL J. RASBAND
006	2015-01-01	MICHAEL J. RASBAND
006	2014-01-01	MICHAEL J. RASBAND
006	2013-01-01	MICHAEL J. RASBAND
006	2012-01-01	DAVID K. ANDERSON	DAVID K. ANDERSON	2013-10-08
006	2011-01-01	DAVID K. ANDERSON	DAVID K. ANDERSON	2012-11-16
006	2010-01-01	DAVID K. ANDERSON	DAVID K. ANDERSON	2011-10-17

Plan Statistics for DESERET MUTUAL THRIFT PLAN

401k plan membership statisitcs for DESERET MUTUAL THRIFT PLAN

Measure Date Value
2015: DESERET MUTUAL THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9,041
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DESERET MUTUAL THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7,313
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6,168
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 2,288
Total of all active and inactive participants 2014-01-01 8,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 8,463
Number of participants with account balances 2014-01-01 9,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DESERET MUTUAL THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4,739
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5,048
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,693
Total of all active and inactive participants 2013-01-01 6,741
Total participants 2013-01-01 6,741
Number of participants with account balances 2013-01-01 7,313
2012: DESERET MUTUAL THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,644
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,722
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,017
Total of all active and inactive participants 2012-01-01 4,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4,739
Number of participants with account balances 2012-01-01 4,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DESERET MUTUAL THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 639
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,171
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 473
Total of all active and inactive participants 2011-01-01 2,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,644
Number of participants with account balances 2011-01-01 2,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DESERET MUTUAL THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 639
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 639
Number of participants with account balances 2010-01-01 473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 0

Measure	Date	Value
2015: DESERET MUTUAL THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9,041
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DESERET MUTUAL THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7,313
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6,168
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	2,288
Total of all active and inactive participants	2014-01-01	8,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	8,463
Number of participants with account balances	2014-01-01	9,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DESERET MUTUAL THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4,739
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5,048
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,693
Total of all active and inactive participants	2013-01-01	6,741
Total participants	2013-01-01	6,741
Number of participants with account balances	2013-01-01	7,313
2012: DESERET MUTUAL THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,644
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,722
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,017
Total of all active and inactive participants	2012-01-01	4,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4,739
Number of participants with account balances	2012-01-01	4,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DESERET MUTUAL THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	639
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,171
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	473
Total of all active and inactive participants	2011-01-01	2,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,644
Number of participants with account balances	2011-01-01	2,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DESERET MUTUAL THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	639
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	639
Number of participants with account balances	2010-01-01	473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	0

Financial Data on DESERET MUTUAL THRIFT PLAN

Measure	Date	Value
2015 : DESERET MUTUAL THRIFT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$146,092,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$33,974,549
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,482,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,246,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$42,488,143
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$119,600,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$236,648
Total interest from all sources	2015-12-31	$78,197
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,174,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,174,388
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$22,720,323
Participant contributions at beginning of year	2015-12-31	$2,336,599
Participant contributions at beginning of year	2015-12-31	$86
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,638,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$3,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$26,491,752
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$119,600,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$117,258,798
Interest on participant loans	2015-12-31	$78,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,852,462
Net investment gain or loss from common/collective trusts	2015-12-31	$-913,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$16,129,716
Employer contributions (assets) at beginning of year	2015-12-31	$1,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,246,149
Contract administrator fees	2015-12-31	$236,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2015-12-31	133891517
2014 : DESERET MUTUAL THRIFT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$23,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,700,714
Total income from all sources (including contributions)	2014-12-31	$43,478,071
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,170,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,063,941
Expenses. Certain deemed distributions of participant loans	2014-12-31	$61,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$38,228,418
Value of total assets at end of year	2014-12-31	$119,600,445
Value of total assets at beginning of year	2014-12-31	$80,970,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,323
Total interest from all sources	2014-12-31	$52,227
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,383,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,383,347
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$17,895,435
Participant contributions at end of year	2014-12-31	$2,336,599
Participant contributions at beginning of year	2014-12-31	$1,592,455
Participant contributions at end of year	2014-12-31	$86
Participant contributions at beginning of year	2014-12-31	$3,084
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,612,295
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$3,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$880,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,700,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$40,307,084
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$119,600,445
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$79,269,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$117,258,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$77,674,404
Interest on participant loans	2014-12-31	$52,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$820,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$820,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,185,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$15,720,688
Employer contributions (assets) at end of year	2014-12-31	$1,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,063,941
Contract administrator fees	2014-12-31	$45,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2014-12-31	133891517
2013 : DESERET MUTUAL THRIFT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$27,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,700,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$41,172,649
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,439,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,433,502
Expenses. Certain deemed distributions of participant loans	2013-12-31	$6,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$30,415,238
Value of total assets at end of year	2013-12-31	$80,970,373
Value of total assets at beginning of year	2013-12-31	$39,509,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$27,420
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,833,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,833,981
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$13,121,824
Participant contributions at end of year	2013-12-31	$1,592,455
Participant contributions at beginning of year	2013-12-31	$928,926
Participant contributions at end of year	2013-12-31	$3,084
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,865,934
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$880,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,700,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$39,732,843
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$79,269,659
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$39,509,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$77,674,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$38,580,864
Interest on participant loans	2013-12-31	$27,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$820,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,896,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$11,427,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,433,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2013-12-31	133891517
2012 : DESERET MUTUAL THRIFT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$2,671,773
Total transfer of assets from this plan	2012-12-31	$581,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2
Total income from all sources (including contributions)	2012-12-31	$23,782,790
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$612,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$612,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$20,632,024
Value of total assets at end of year	2012-12-31	$39,509,790
Value of total assets at beginning of year	2012-12-31	$14,249,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$11,666
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,182,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,182,921
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$8,827,024
Participant contributions at end of year	2012-12-31	$928,926
Participant contributions at beginning of year	2012-12-31	$204,158
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,988,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$23,170,436
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$39,509,790
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,249,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$38,580,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,045,074
Interest on participant loans	2012-12-31	$11,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,956,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$7,816,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$612,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2012-12-31	133891517
2011 : DESERET MUTUAL THRIFT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$94,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$11,547,528
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$66,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$66,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$11,702,841
Value of total assets at end of year	2011-12-31	$14,249,232
Value of total assets at beginning of year	2011-12-31	$2,674,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$1,780
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$332,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$332,539
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$4,222,198
Participant contributions at end of year	2011-12-31	$204,158
Participant contributions at beginning of year	2011-12-31	$41,417
Participant contributions at beginning of year	2011-12-31	$12,305
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,765,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$11,480,529
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,249,230
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,674,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,045,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,601,009
Interest on participant loans	2011-12-31	$1,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-489,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,715,087
Employer contributions (assets) at beginning of year	2011-12-31	$19,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$66,999
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2011-12-31	133891517
2010 : DESERET MUTUAL THRIFT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$420,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,255,908
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,100,412
Value of total assets at end of year	2010-12-31	$2,674,589
Value of total assets at beginning of year	2010-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$3,976
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$125,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$125,266
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$701,124
Participant contributions at end of year	2010-12-31	$41,417
Participant contributions at end of year	2010-12-31	$12,305
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$800,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,254,518
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,674,589
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,601,009
Interest on participant loans	2010-12-31	$3,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$26,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$598,753
Employer contributions (assets) at end of year	2010-12-31	$19,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2010-12-31	133891517

Form 5500 Responses for DESERET MUTUAL THRIFT PLAN

2015: DESERET MUTUAL 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	Yes
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 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 THRIFT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 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 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
2010: DESERET MUTUAL THRIFT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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