Home   >   Mha - Greater Tarrant County - Pension Plan  >  Form 5500
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
Mental Health America - Greater Tarrant County

Plan:
Mha - Greater Tarrant County - Pension Plan
 
Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2012 — 12/31/2012
Effective Date of Plan 09/01/1989
Net Assets as of 12/31/2012 $115,786
Plan Number 2
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? No
Plan Funding Arrangement Insurance
Plan Benefit Arrangement Insurance

Participant Information as of 12/31/2012
Active (Eligible) Participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 6
Subtotal 11
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Total 11
Total number of participants as of 01/01/2012 10
Number of participants with account balances 11
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 3136 West 4th Street
Fort Worth, TX 76107
Telephone (817) 335-5405
EIN 75-0983834
Industry Code 624100
Named Administrator Hal Oneil

Benefits Provided Under the Plan
Code Benefit Description
2C Money purchase A pension plan, other than a target benefit plan that requires a fixed percentage of compensation to be contributed to each eligible employee.
2G 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.
3D 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.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? No  
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan at any time hold 20% or more of its assets in any single security, debt, mortgage, parcel of real estate, or partnership/joint venture interest? Yes $0
10. Are you claiming a waiver of the annual examination and report of an independent qualified public accountant (IQPA) under 29 CFR 2520.104-46? Yes  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period? No  
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No