401k Plan data: COMMUNITY ACTION RETIREMENT PLAN plan

COMMUNITY ACTION RETIREMENT PLAN 401k Plan overview

Plan Name	COMMUNITY ACTION RETIREMENT PLAN
Plan identification number	001

COMMUNITY ACTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY ACTION PIONEER VALLEY has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY ACTION PIONEER VALLEY

Employer identification number (EIN): 042384972

NAIC Classification: 624410
NAIC Description: Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 BERNADETTE BEAN
001 2015-07-01 BERNADETTE BEAN
001 2014-07-01 BERNADETTE BEAN
001 2013-07-01 BERNADETTE BEAN
001 2012-07-01 BERNADETTE BEAN
001 2011-07-01 BERNADETTE C BEAN
001 2009-07-01 MARY MCENEANY
001 2008-07-01 MARY MCENEANY
001 2008-07-01 MARY MCENEANY
001 2007-07-01 MARY MCENEANY
001 2006-07-01 MARY MCENEANY
001 2005-07-01 MARY MCENEANY
001 2004-07-01 MARY MCENEANY

Plan Statistics for COMMUNITY ACTION RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY ACTION RETIREMENT PLAN

Measure Date Value
2022: COMMUNITY ACTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 437
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 289
Number of retired or separated participants receiving benefits 2022-07-01 149
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 438
Number of participants with account balances 2022-07-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: COMMUNITY ACTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 386
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 292
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 145
Total of all active and inactive participants 2021-07-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 437
Number of participants with account balances 2021-07-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: COMMUNITY ACTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 410
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 261
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 125
Total of all active and inactive participants 2020-07-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 386
Number of participants with account balances 2020-07-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 5
2019: COMMUNITY ACTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 525
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 269
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 141
Total of all active and inactive participants 2019-07-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 410
Number of participants with account balances 2019-07-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: COMMUNITY ACTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 450
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 329
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 196
Total of all active and inactive participants 2018-07-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 525
Number of participants with account balances 2018-07-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 2
2017: COMMUNITY ACTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 454
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 270
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 180
Total of all active and inactive participants 2017-07-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 450
Number of participants with account balances 2017-07-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 5
2016: COMMUNITY ACTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 415
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 284
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 170
Total of all active and inactive participants 2016-07-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 454
Number of participants with account balances 2016-07-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 5
2015: COMMUNITY ACTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 366
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 244
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 171
Total of all active and inactive participants 2015-07-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 415
Number of participants with account balances 2015-07-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 11
2014: COMMUNITY ACTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 353
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 202
Number of retired or separated participants receiving benefits 2014-07-01 8
Number of other retired or separated participants entitled to future benefits 2014-07-01 156
Total of all active and inactive participants 2014-07-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 366
Number of participants with account balances 2014-07-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 9
2013: COMMUNITY ACTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 343
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 190
Number of retired or separated participants receiving benefits 2013-07-01 15
Number of other retired or separated participants entitled to future benefits 2013-07-01 148
Total of all active and inactive participants 2013-07-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 353
Number of participants with account balances 2013-07-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 5
2012: COMMUNITY ACTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 313
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 176
Number of retired or separated participants receiving benefits 2012-07-01 18
Number of other retired or separated participants entitled to future benefits 2012-07-01 149
Total of all active and inactive participants 2012-07-01 343
Total participants 2012-07-01 343
Number of participants with account balances 2012-07-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 5
2011: COMMUNITY ACTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 313
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 196
Number of retired or separated participants receiving benefits 2011-07-01 3
Number of other retired or separated participants entitled to future benefits 2011-07-01 135
Total of all active and inactive participants 2011-07-01 334
Total participants 2011-07-01 334
Number of participants with account balances 2011-07-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2009: COMMUNITY ACTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 337
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 128
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 214
Total of all active and inactive participants 2009-07-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 343
Number of participants with account balances 2009-07-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 5

Measure	Date	Value
2022: COMMUNITY ACTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	437
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	289
Number of retired or separated participants receiving benefits	2022-07-01	149
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	438
Number of participants with account balances	2022-07-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: COMMUNITY ACTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	386
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	292
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	145
Total of all active and inactive participants	2021-07-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	437
Number of participants with account balances	2021-07-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: COMMUNITY ACTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	410
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	261
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	125
Total of all active and inactive participants	2020-07-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	386
Number of participants with account balances	2020-07-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	5
2019: COMMUNITY ACTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	525
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	269
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	141
Total of all active and inactive participants	2019-07-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	410
Number of participants with account balances	2019-07-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: COMMUNITY ACTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	450
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	329
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	196
Total of all active and inactive participants	2018-07-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	525
Number of participants with account balances	2018-07-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	2
2017: COMMUNITY ACTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	454
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	270
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	180
Total of all active and inactive participants	2017-07-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	450
Number of participants with account balances	2017-07-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	5
2016: COMMUNITY ACTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	415
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	284
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	170
Total of all active and inactive participants	2016-07-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	454
Number of participants with account balances	2016-07-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	5
2015: COMMUNITY ACTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	366
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	244
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	171
Total of all active and inactive participants	2015-07-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	415
Number of participants with account balances	2015-07-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	11
2014: COMMUNITY ACTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	353
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	202
Number of retired or separated participants receiving benefits	2014-07-01	8
Number of other retired or separated participants entitled to future benefits	2014-07-01	156
Total of all active and inactive participants	2014-07-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	366
Number of participants with account balances	2014-07-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	9
2013: COMMUNITY ACTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	343
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	190
Number of retired or separated participants receiving benefits	2013-07-01	15
Number of other retired or separated participants entitled to future benefits	2013-07-01	148
Total of all active and inactive participants	2013-07-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	353
Number of participants with account balances	2013-07-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	5
2012: COMMUNITY ACTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	313
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	176
Number of retired or separated participants receiving benefits	2012-07-01	18
Number of other retired or separated participants entitled to future benefits	2012-07-01	149
Total of all active and inactive participants	2012-07-01	343
Total participants	2012-07-01	343
Number of participants with account balances	2012-07-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	5
2011: COMMUNITY ACTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	313
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	196
Number of retired or separated participants receiving benefits	2011-07-01	3
Number of other retired or separated participants entitled to future benefits	2011-07-01	135
Total of all active and inactive participants	2011-07-01	334
Total participants	2011-07-01	334
Number of participants with account balances	2011-07-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2009: COMMUNITY ACTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	337
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	128
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	214
Total of all active and inactive participants	2009-07-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	343
Number of participants with account balances	2009-07-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	5

Financial Data on COMMUNITY ACTION RETIREMENT PLAN

Measure	Date	Value
2023 : COMMUNITY ACTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,357,222
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$650,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$627,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$733,956
Value of total assets at end of year	2023-06-30	$6,831,645
Value of total assets at beginning of year	2023-06-30	$6,125,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$23,416
Total interest from all sources	2023-06-30	$25,409
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$84,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$84,582
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$547,913
Participant contributions at end of year	2023-06-30	$6,802
Participant contributions at beginning of year	2023-06-30	$10,676
Participant contributions at end of year	2023-06-30	$22
Participant contributions at beginning of year	2023-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$706,373
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$6,831,645
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$6,125,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$5,432,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$4,707,065
Value of interest in pooled separate accounts at end of year	2023-06-30	$15,660
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$23,389
Interest on participant loans	2023-06-30	$592
Interest earned on other investments	2023-06-30	$24,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,376,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,384,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$513,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$186,043
Employer contributions (assets) at end of year	2023-06-30	$22
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$627,433
Contract administrator fees	2023-06-30	$23,416
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-06-30	043499945
2022 : COMMUNITY ACTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
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	$-9,018
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$376,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$354,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$759,127
Value of total assets at end of year	2022-06-30	$6,125,272
Value of total assets at beginning of year	2022-06-30	$6,510,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$21,920
Total interest from all sources	2022-06-30	$27,177
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$76,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$76,139
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$532,221
Participant contributions at end of year	2022-06-30	$10,676
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$103,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-385,654
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,125,272
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,510,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,707,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,179,908
Value of interest in pooled separate accounts at end of year	2022-06-30	$23,389
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$31,055
Interest on participant loans	2022-06-30	$328
Interest earned on other investments	2022-06-30	$26,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,384,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,299,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-878,513
Net investment gain/loss from pooled separate accounts	2022-06-30	$7,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$123,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$354,716
Contract administrator fees	2022-06-30	$21,920
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-06-30	043499945
2021 : COMMUNITY ACTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$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	$1,894,369
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,281,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,266,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$560,485
Value of total assets at end of year	2021-06-30	$6,510,926
Value of total assets at beginning of year	2021-06-30	$5,897,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$15,038
Total interest from all sources	2021-06-30	$29,932
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$55,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$55,254
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$442,880
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$42,321
Other income not declared elsewhere	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$613,230
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,510,926
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,897,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,179,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,535,875
Value of interest in pooled separate accounts at end of year	2021-06-30	$31,055
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$62,184
Interest earned on other investments	2021-06-30	$29,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,299,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,299,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,246,650
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$75,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,266,101
Contract administrator fees	2021-06-30	$15,038
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	2021-06-30	Yes
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-06-30	043499945
2020 : COMMUNITY ACTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$54,545
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	$628,751
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$260,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$260,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$478,806
Value of total assets at end of year	2020-06-30	$5,897,696
Value of total assets at beginning of year	2020-06-30	$5,475,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$0
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 year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$368,794
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$21,940
Other income not declared elsewhere	2020-06-30	$34,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$368,025
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,897,696
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,475,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,535,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,193,709
Value of interest in pooled separate accounts at end of year	2020-06-30	$62,184
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$62,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,299,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,218,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$114,105
Net investment gain/loss from pooled separate accounts	2020-06-30	$1,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$88,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$260,726
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-06-30	043499945
2019 : COMMUNITY ACTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$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	$675,929
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$421,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$421,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$461,683
Value of total assets at end of year	2019-06-30	$5,475,126
Value of total assets at beginning of year	2019-06-30	$5,220,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$35,170
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 year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$346,634
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$8,308
Other income not declared elsewhere	2019-06-30	$60,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$254,470
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,475,126
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,220,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,193,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,055,043
Value of interest in pooled separate accounts at end of year	2019-06-30	$62,747
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$50,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$35,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,218,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,115,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$113,482
Net investment gain/loss from pooled separate accounts	2019-06-30	$5,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$106,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$421,459
Contract administrator fees	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-06-30	043499945
2018 : COMMUNITY ACTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$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	$896,100
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$642,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$642,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$481,438
Value of total assets at end of year	2018-06-30	$5,220,656
Value of total assets at beginning of year	2018-06-30	$4,966,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$31,273
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 year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$340,256
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$38,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$253,891
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,220,656
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,966,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,055,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,824,203
Value of interest in pooled separate accounts at end of year	2018-06-30	$50,148
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$36,395
Interest earned on other investments	2018-06-30	$31,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,115,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,106,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$381,228
Net investment gain/loss from pooled separate accounts	2018-06-30	$2,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$102,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$642,209
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-06-30	043499945
2017 : COMMUNITY ACTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$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	$947,545
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$303,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$303,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$437,328
Value of total assets at end of year	2017-06-30	$4,966,765
Value of total assets at beginning of year	2017-06-30	$4,322,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$31,999
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 year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$286,184
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$61,238
Other income not declared elsewhere	2017-06-30	$1,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$643,962
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,966,765
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,322,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,824,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,205,210
Value of interest in pooled separate accounts at end of year	2017-06-30	$36,395
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$25,307
Interest earned on other investments	2017-06-30	$31,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,106,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,092,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$474,985
Net investment gain/loss from pooled separate accounts	2017-06-30	$1,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$89,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$303,583
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-06-30	043499945
2016 : COMMUNITY ACTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$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	$256,504
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$307,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$307,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$293,168
Value of total assets at end of year	2016-06-30	$4,322,803
Value of total assets at beginning of year	2016-06-30	$4,373,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$27,934
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 year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$207,040
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$9,569
Other income not declared elsewhere	2016-06-30	$-80,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-50,603
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,322,803
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,373,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,205,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,327,378
Value of interest in pooled separate accounts at end of year	2016-06-30	$25,307
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$30,092
Interest earned on other investments	2016-06-30	$27,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,092,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,015,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$14,254
Net investment gain/loss from pooled separate accounts	2016-06-30	$1,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$76,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$307,107
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-06-30	043499945
2015 : COMMUNITY ACTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$469,264
Total of all expenses incurred	2015-06-30	$276,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$276,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$349,994
Value of total assets at end of year	2015-06-30	$4,373,406
Value of total assets at beginning of year	2015-06-30	$4,181,077
Total interest from all sources	2015-06-30	$26,417
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$5,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$5,423
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$216,951
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$59,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$192,329
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,373,406
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,181,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,327,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,132,349
Value of interest in pooled separate accounts at end of year	2015-06-30	$30,092
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$25,332
Interest earned on other investments	2015-06-30	$26,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,015,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,023,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$84,615
Net investment gain/loss from pooled separate accounts	2015-06-30	$2,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$73,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$276,935
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-06-30	043499945
2014 : COMMUNITY ACTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$881,664
Total of all expenses incurred	2014-06-30	$84,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$84,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$377,943
Value of total assets at end of year	2014-06-30	$4,181,077
Value of total assets at beginning of year	2014-06-30	$3,383,472
Total interest from all sources	2014-06-30	$24,471
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$6,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$6,073
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$222,664
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$83,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$797,605
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,181,077
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,383,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,132,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,432,860
Value of interest in pooled separate accounts at end of year	2014-06-30	$25,332
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$21,329
Interest earned on other investments	2014-06-30	$24,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,023,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$929,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$470,758
Net investment gain/loss from pooled separate accounts	2014-06-30	$2,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$71,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$84,059
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-06-30	043499945
2013 : COMMUNITY ACTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$704,945
Total of all expenses incurred	2013-06-30	$152,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$152,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$389,627
Value of total assets at end of year	2013-06-30	$3,383,472
Value of total assets at beginning of year	2013-06-30	$2,830,858
Total interest from all sources	2013-06-30	$30,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$228,044
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$96,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$552,614
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,383,472
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,830,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,432,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,857,912
Value of interest in pooled separate accounts at end of year	2013-06-30	$21,329
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$13,434
Interest earned on other investments	2013-06-30	$30,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$929,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$959,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$283,590
Net investment gain/loss from pooled separate accounts	2013-06-30	$1,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$65,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$152,331
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	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-06-30	043499945
2012 : COMMUNITY ACTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$275,763
Total of all expenses incurred	2012-06-30	$77,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$77,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$268,587
Value of total assets at end of year	2012-06-30	$2,830,858
Value of total assets at beginning of year	2012-06-30	$2,632,783
Total interest from all sources	2012-06-30	$30,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$250,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$183,453
Participant contributions at beginning of year	2012-06-30	$2,887
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$18,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$198,075
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,830,858
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,632,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,857,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,702,738
Value of interest in pooled separate accounts at end of year	2012-06-30	$13,434
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$9,460
Interest earned on other investments	2012-06-30	$30,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$959,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$917,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-24,415
Net investment gain/loss from pooled separate accounts	2012-06-30	$1,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$66,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$77,688
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2012-06-30	043499945
2011 : COMMUNITY ACTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$611,236
Total of all expenses incurred	2011-06-30	$90,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$90,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$239,665
Value of total assets at end of year	2011-06-30	$2,632,783
Value of total assets at beginning of year	2011-06-30	$2,112,329
Total interest from all sources	2011-06-30	$28,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$174,729
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$39,381
Participant contributions at end of year	2011-06-30	$2,887
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$520,454
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,632,783
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,112,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,702,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,248,112
Value of interest in pooled separate accounts at end of year	2011-06-30	$9,460
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$6,315
Interest earned on other investments	2011-06-30	$28,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$917,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$818,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$341,486
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$64,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$90,782
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-06-30	043499945
2010 : COMMUNITY ACTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COMMUNITY ACTION RETIREMENT PLAN

2022: COMMUNITY ACTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY ACTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY ACTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY ACTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY ACTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY ACTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY ACTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY ACTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY ACTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: COMMUNITY ACTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY ACTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: COMMUNITY ACTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: COMMUNITY ACTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: COMMUNITY ACTION RETIREMENT PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2007: COMMUNITY ACTION RETIREMENT PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: COMMUNITY ACTION RETIREMENT PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2005: COMMUNITY ACTION RETIREMENT PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No
2004: COMMUNITY ACTION RETIREMENT PLAN 2004 form 5500 responses
2004-07-01	Type of plan entity	Single employer plan
2004-07-01	Submission has been amended	No
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	406
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $463
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	463
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	33
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	192
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $36
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	365
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $354
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	354
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	36
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	17
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	96
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $46
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	87
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $692
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $470
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	18
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	42
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	404
Insurance policy start date	2020-09-15
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $128
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	128
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	56
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	23
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	216
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $5,252
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,556
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	68
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	259
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $5,004
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,269
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	21
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	264
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $6,053
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	19
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	67
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	253
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $4,839
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,351
Insurance broker organization code?	3
Insurance broker name	JAMES KAUFMAN

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	46
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	13
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	250
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	DAVEE, CHARLES BOB

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	39
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	13
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	241
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,136
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,823
Insurance broker organization code?	3
Insurance broker name	DAVEE, CHARLES BOB

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	12
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	30
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	226
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $5,685
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,127
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Insurance broker name	HODGE, ROGER H.

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	26
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	10
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	10
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	25
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	212
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $2,507
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331340

Policy instance

Insurance contract or identification number	331340
Number of Individuals Covered	10
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

331341

Policy instance

Insurance contract or identification number	331341
Number of Individuals Covered	26
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50996

Policy instance

Insurance contract or identification number	50996
Number of Individuals Covered	199
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,188
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY ACTION PIONEER VALLEY
Employer identification number (EIN):	042384972
NAIC Classification:	624410
NAIC Description:	Child Day Care Services