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SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 401k Plan overview

Plan NameSECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL
Plan identification number 001

SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL Benefits

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

HILLEL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:HILLEL SCHOOL
Employer identification number (EIN):210682028
NAIC Classification:611000

Additional information about HILLEL SCHOOL

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900026090

More information about HILLEL SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETTY L. KRADY BETTY L. KRADY2018-08-15
0012016-01-01BETTY L. KRADY BETTY L. KRADY2017-06-23
0012015-01-01BETTY L. KRADY BETTY L. KRADY2016-09-27
0012014-01-01BETTY L. KRADY BETTY L. KRADY2015-07-28
0012013-01-01BETTY L. KRADY BETTY L. KRADY2014-10-14
0012012-01-01BETTY L. KRADY BETTY L. KRADY2013-10-15
0012009-01-01BETTY L. KRADY

Plan Statistics for SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL

401k plan membership statisitcs for SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL

Measure Date Value
2021: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2021 401k membership
Total participants, beginning-of-year2021-01-0176
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0174
Number of participants with account balances2021-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2020 401k membership
Total participants, beginning-of-year2020-01-0182
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0176
Number of participants with account balances2020-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2019 401k membership
Total participants, beginning-of-year2019-01-0181
Total number of active participants reported on line 7a of the Form 55002019-01-0182
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0182
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2018 401k membership
Total participants, beginning-of-year2018-01-0184
Total number of active participants reported on line 7a of the Form 55002018-01-0181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0181
Number of participants with account balances2018-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2017 401k membership
Total participants, beginning-of-year2017-01-0183
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0184
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-01-0188
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0183
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-01-0191
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0188
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2014 401k membership
Total participants, beginning-of-year2014-01-01108
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0191
Number of participants with account balances2014-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2013 401k membership
Total participants, beginning-of-year2013-01-0172
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01108
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-01-0171
Total number of active participants reported on line 7a of the Form 55002012-01-0172
Total of all active and inactive participants2012-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0172
Number of participants with account balances2012-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-01-01116
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01113
Number of participants with account balances2009-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL

Measure Date Value
2021 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$674,891
Expenses. Total of all expenses incurred2021-12-31$81,664
Benefits paid (including direct rollovers)2021-12-31$61,563
Total plan assets at end of year2021-12-31$5,181,603
Total plan assets at beginning of year2021-12-31$4,588,376
Total contributions received or receivable from participants2021-12-31$142,930
Expenses. Other expenses not covered elsewhere2021-12-31$1,130
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$519,809
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$593,227
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,181,603
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,588,376
Assets. Value of participant loans2021-12-31$42,854
Total contributions received or receivable from employer(s)2021-12-31$12,152
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$622,542
Expenses. Total of all expenses incurred2020-12-31$123,380
Benefits paid (including direct rollovers)2020-12-31$122,174
Total plan assets at end of year2020-12-31$4,588,376
Total plan assets at beginning of year2020-12-31$4,089,214
Total contributions received or receivable from participants2020-12-31$137,586
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$473,079
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$499,162
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,588,376
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,089,214
Assets. Value of participant loans2020-12-31$54,059
Total contributions received or receivable from employer(s)2020-12-31$11,877
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$801,338
Expenses. Total of all expenses incurred2019-12-31$574,697
Benefits paid (including direct rollovers)2019-12-31$572,611
Total plan assets at end of year2019-12-31$4,089,214
Total plan assets at beginning of year2019-12-31$3,862,573
Total contributions received or receivable from participants2019-12-31$124,149
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$677,189
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$226,641
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,089,214
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,862,573
Assets. Value of participant loans2019-12-31$55,984
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-74,284
Expenses. Total of all expenses incurred2018-12-31$265,851
Benefits paid (including direct rollovers)2018-12-31$265,851
Total plan assets at end of year2018-12-31$3,862,573
Total plan assets at beginning of year2018-12-31$4,202,708
Total contributions received or receivable from participants2018-12-31$125,375
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$4,200
Other income received2018-12-31$-221,849
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-340,135
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,862,573
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,202,708
Assets. Value of participant loans2018-12-31$74,829
Total contributions received or receivable from employer(s)2018-12-31$17,990
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$617,631
Expenses. Total of all expenses incurred2017-12-31$163,753
Benefits paid (including direct rollovers)2017-12-31$161,669
Total plan assets at end of year2017-12-31$4,202,708
Total plan assets at beginning of year2017-12-31$3,748,830
Total contributions received or receivable from participants2017-12-31$124,136
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$471,703
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$453,878
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,202,708
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,748,830
Assets. Value of participant loans2017-12-31$39,065
Total contributions received or receivable from employer(s)2017-12-31$21,792
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$230,491
Expenses. Total of all expenses incurred2016-12-31$21,248
Benefits paid (including direct rollovers)2016-12-31$21,248
Total plan assets at end of year2016-12-31$3,748,830
Total plan assets at beginning of year2016-12-31$3,539,587
Total contributions received or receivable from participants2016-12-31$144,197
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$61,252
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$209,243
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,748,830
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,539,587
Assets. Value of participant loans2016-12-31$65,741
Total contributions received or receivable from employer(s)2016-12-31$25,042
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$67,310
Expenses. Total of all expenses incurred2015-12-31$115,703
Benefits paid (including direct rollovers)2015-12-31$115,703
Total plan assets at end of year2015-12-31$3,539,587
Total plan assets at beginning of year2015-12-31$3,587,980
Total contributions received or receivable from participants2015-12-31$100,022
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-51,900
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-48,393
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,539,587
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,587,980
Assets. Value of participant loans2015-12-31$53,066
Total contributions received or receivable from employer(s)2015-12-31$19,188
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$187,407
Expenses. Total of all expenses incurred2014-12-31$108,904
Benefits paid (including direct rollovers)2014-12-31$89,613
Total plan assets at end of year2014-12-31$3,587,980
Total plan assets at beginning of year2014-12-31$3,509,477
Total contributions received or receivable from participants2014-12-31$128,202
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$5,367
Other income received2014-12-31$33,859
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$78,503
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,587,980
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,509,477
Assets. Value of participant loans2014-12-31$75,019
Total contributions received or receivable from employer(s)2014-12-31$19,979
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$19,291
2013 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$531,711
Expenses. Total of all expenses incurred2013-12-31$246,906
Benefits paid (including direct rollovers)2013-12-31$228,329
Total plan assets at end of year2013-12-31$3,509,477
Total plan assets at beginning of year2013-12-31$3,224,672
Total contributions received or receivable from participants2013-12-31$140,275
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$8,537
Other income received2013-12-31$361,503
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$284,805
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,509,477
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,224,672
Assets. Value of participant loans2013-12-31$73,206
Total contributions received or receivable from employer(s)2013-12-31$21,396
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$18,577
2012 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$219,229
Expenses. Total of all expenses incurred2012-12-31$122,227
Benefits paid (including direct rollovers)2012-12-31$107,961
Total plan assets at end of year2012-12-31$3,224,672
Total plan assets at beginning of year2012-12-31$3,127,670
Total contributions received or receivable from participants2012-12-31$80,308
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$129,963
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$97,002
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,224,672
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,127,670
Assets. Value of participant loans2012-12-31$40,340
Total contributions received or receivable from employer(s)2012-12-31$8,958
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$549,916
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$166,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$164,763
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$199,462
Value of total assets at end of year2010-12-31$3,310,731
Value of total assets at beginning of year2010-12-31$2,927,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,190
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$34,755
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$156,371
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,239,492
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,763,485
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,244
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$315,699
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$382,963
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,310,731
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,927,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34,755
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,071,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,164,281
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$36,847
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,763
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$2,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes

Form 5500 Responses for SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL

2021: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2009: SECTION 403(B) PLAN FOR EMPLOYEES OF HILLEL SCHOOL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered74
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $100
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered76
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $105
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees105
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered82
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $97
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees97
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered82
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $111
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees111
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered84
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $173
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees173
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker name
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $135
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameNFP INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered91
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $271
Total amount of fees paid to insurance companyUSD $161
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $271
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameNFP INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,247
Total amount of fees paid to insurance companyUSD $4,796
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,127
Amount paid for insurance broker fees1765
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,645
Total amount of fees paid to insurance companyUSD $1,810
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,586
Amount paid for insurance broker fees390
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC

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