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CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 401k Plan overview

Plan NameCEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN
Plan identification number 001

CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

TEMPUS UNLIMITED, INC. has sponsored the creation of one or more 401k plans.

Company Name:TEMPUS UNLIMITED, INC.
Employer identification number (EIN):042239746
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LARRY SPENCER2024-04-14
0012021-07-01LARRY SPENCER2023-04-14
0012020-07-01LARRY SPENCER2022-04-14
0012019-07-01LARRY SPENCER2021-04-14
0012018-07-01LARRY SPENCER2020-04-12
0012017-07-01LARRY SPENCER2019-04-11
0012016-07-01
0012015-07-01LARRY SPENCER

Plan Statistics for CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

401k plan membership statisitcs for CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

Measure Date Value
2022: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01444
Total number of active participants reported on line 7a of the Form 55002022-07-01491
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0135
Total of all active and inactive participants2022-07-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01526
Number of participants with account balances2022-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0111
2021: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01288
Total number of active participants reported on line 7a of the Form 55002021-07-01412
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0132
Total of all active and inactive participants2021-07-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01444
Number of participants with account balances2021-07-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0110
2020: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01289
Total number of active participants reported on line 7a of the Form 55002020-07-01263
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0125
Total of all active and inactive participants2020-07-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01288
Number of participants with account balances2020-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01293
Total number of active participants reported on line 7a of the Form 55002019-07-01258
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0131
Total of all active and inactive participants2019-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01289
Number of participants with account balances2019-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0110
2018: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01241
Total number of active participants reported on line 7a of the Form 55002018-07-01267
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0124
Total of all active and inactive participants2018-07-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01291
Number of participants with account balances2018-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-019
2017: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01249
Total number of active participants reported on line 7a of the Form 55002017-07-01227
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0114
Total of all active and inactive participants2017-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01241
Number of participants with account balances2017-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01234
Total number of active participants reported on line 7a of the Form 55002016-07-01243
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-016
Total of all active and inactive participants2016-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01249
Number of participants with account balances2016-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018
2015: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01186
Total number of active participants reported on line 7a of the Form 55002015-07-01233
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01234
Number of participants with account balances2015-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012

Financial Data on CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

Measure Date Value
2023 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$2,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$9,629
Total income from all sources (including contributions)2023-06-30$3,024,695
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$522,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$484,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,001,383
Value of total assets at end of year2023-06-30$10,126,810
Value of total assets at beginning of year2023-06-30$7,632,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$37,770
Total interest from all sources2023-06-30$28,025
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$825,254
Participant contributions at end of year2023-06-30$368,662
Participant contributions at beginning of year2023-06-30$316,729
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$8,597
Total non interest bearing cash at end of year2023-06-30$17,161
Total non interest bearing cash at beginning of year2023-06-30$47,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,502,044
Value of net assets at end of year (total assets less liabilities)2023-06-30$10,124,420
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$7,622,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$9,112,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$6,762,035
Interest on participant loans2023-06-30$12,684
Interest earned on other investments2023-06-30$15,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$628,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$505,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$995,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,167,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$484,881
Contract administrator fees2023-06-30$37,770
Liabilities. Value of benefit claims payable at end of year2023-06-30$2,390
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$9,629
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2023-06-30222027092
2022 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$9,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-181,135
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$718,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$684,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$966,578
Value of total assets at end of year2022-06-30$7,632,005
Value of total assets at beginning of year2022-06-30$8,522,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$34,635
Total interest from all sources2022-06-30$19,126
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$615,942
Participant contributions at end of year2022-06-30$316,729
Participant contributions at beginning of year2022-06-30$259,431
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$53,120
Total non interest bearing cash at end of year2022-06-30$47,508
Total non interest bearing cash at beginning of year2022-06-30$751,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-899,813
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,622,376
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,522,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,762,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,166,759
Interest on participant loans2022-06-30$10,576
Interest earned on other investments2022-06-30$8,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$505,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$344,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,166,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$297,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$684,043
Contract administrator fees2022-06-30$34,635
Liabilities. Value of benefit claims payable at end of year2022-06-30$9,629
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2022-06-30222027092
2021 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,763,827
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$232,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$215,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,118,767
Value of total assets at end of year2021-06-30$8,522,189
Value of total assets at beginning of year2021-06-30$4,990,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$16,872
Total interest from all sources2021-06-30$19,763
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$478,533
Participant contributions at end of year2021-06-30$259,431
Participant contributions at beginning of year2021-06-30$213,382
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$4,812
Total non interest bearing cash at end of year2021-06-30$751,255
Total non interest bearing cash at beginning of year2021-06-30$26,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,531,262
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,522,189
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,990,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,166,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,500,409
Interest on participant loans2021-06-30$12,801
Interest earned on other investments2021-06-30$6,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$344,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$250,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,625,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,635,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$215,693
Contract administrator fees2021-06-30$16,872
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30O'CONNOR & DREW, P.C.
Accountancy firm EIN2021-06-30043000523
2020 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,367,335
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$175,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$151,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,116,210
Value of total assets at end of year2020-06-30$4,990,927
Value of total assets at beginning of year2020-06-30$3,798,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$23,866
Total interest from all sources2020-06-30$14,784
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$391,661
Participant contributions at end of year2020-06-30$213,382
Participant contributions at beginning of year2020-06-30$109,722
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,864
Total non interest bearing cash at end of year2020-06-30$26,951
Total non interest bearing cash at beginning of year2020-06-30$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,192,080
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,990,927
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,798,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,500,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,507,236
Interest on participant loans2020-06-30$9,041
Interest earned on other investments2020-06-30$5,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$250,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$181,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$236,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$722,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$151,389
Contract administrator fees2020-06-30$23,866
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30O'CONNOR & DREW, P.C.
Accountancy firm EIN2020-06-30043000523
2019 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,280,368
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$272,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$251,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,056,992
Value of total assets at end of year2019-06-30$3,798,847
Value of total assets at beginning of year2019-06-30$2,791,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$21,020
Total interest from all sources2019-06-30$10,106
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$327,691
Participant contributions at end of year2019-06-30$109,722
Participant contributions at beginning of year2019-06-30$114,799
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$69,984
Total non interest bearing cash at end of year2019-06-30$3
Total non interest bearing cash at beginning of year2019-06-30$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,007,502
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,798,847
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,791,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,507,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,521,227
Interest on participant loans2019-06-30$5,288
Interest earned on other investments2019-06-30$4,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$181,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$155,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$213,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$659,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$251,846
Contract administrator fees2019-06-30$21,020
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30O'CONNOR & DREW, P.C.
Accountancy firm EIN2019-06-30043000523
2018 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,271,296
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$142,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$123,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,050,790
Value of total assets at end of year2018-06-30$2,791,345
Value of total assets at beginning of year2018-06-30$1,662,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$18,575
Total interest from all sources2018-06-30$6,336
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$312,859
Participant contributions at end of year2018-06-30$114,799
Participant contributions at beginning of year2018-06-30$51,664
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$107,206
Total non interest bearing cash at end of year2018-06-30$3
Total non interest bearing cash at beginning of year2018-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,129,285
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,791,345
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,662,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,521,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,510,109
Interest on participant loans2018-06-30$3,096
Interest earned on other investments2018-06-30$3,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$155,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$100,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$214,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$630,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$123,436
Contract administrator fees2018-06-30$18,575
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30O'CONNOR & DREW, P.C.
Accountancy firm EIN2018-06-30043000523
2017 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$835,073
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$67,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$63,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$673,096
Value of total assets at end of year2017-06-30$1,662,060
Value of total assets at beginning of year2017-06-30$894,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,024
Total interest from all sources2017-06-30$3,318
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$307,188
Participant contributions at end of year2017-06-30$51,664
Participant contributions at beginning of year2017-06-30$11,348
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$179,641
Total non interest bearing cash at end of year2017-06-30$2
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$767,864
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,662,060
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$894,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,510,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$826,029
Interest on participant loans2017-06-30$1,218
Interest earned on other investments2017-06-30$2,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$100,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$56,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$158,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$186,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$63,185
Contract administrator fees2017-06-30$4,024
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30O'CONNOR & DREW, P.C.
Accountancy firm EIN2017-06-30043000523
2016 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$897,702
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$887,093
Value of total assets at end of year2016-06-30$894,196
Value of total assets at beginning of year2016-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$817
Total interest from all sources2016-06-30$50
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$225,503
Participant contributions at end of year2016-06-30$11,348
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$132,612
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$894,196
Value of net assets at end of year (total assets less liabilities)2016-06-30$894,196
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$826,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$50
Interest earned on other investments2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$56,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$10,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$528,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,689
Contract administrator fees2016-06-30$817
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30O'CONNOR & DREW, PC
Accountancy firm EIN2016-06-30043000523

Form 5500 Responses for CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

2022: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered526
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered444
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered288
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered289
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered291
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered241
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809940
Policy instance 1
Insurance contract or identification number809940
Number of Individuals Covered234
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
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?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

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