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JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 401k Plan overview

Plan NameJEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN
Plan identification number 001

JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.
Employer identification number (EIN):231352026
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

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
0012017-01-01JOHN B. SAWYER
0012016-01-01JOHN B. SAWYER
0012015-01-01JOHN B. SAWYER
0012014-01-01JOHN B. SAWYER
0012013-01-01JOHN B. SAWYER
0012012-09-01JOHN B. SAWYER
0012011-09-01JOHN B. SAWYER JOHN B. SAWYER2013-06-13
0012009-09-01JOHN B. SAWYER
0012009-09-01JOHN B. SAWYER
0012009-09-01JOHN B. SAWYER
0012007-09-01JOHN SAWYER
0012006-09-01JOHN SAWYER
0012005-09-01JOHN SAWYER
0012004-09-01JOHN SAWYER
0012003-09-01JOHN SAWYER
0012002-09-01JOHN SAWYER
0012002-03-01JOHN SAWYER

Plan Statistics for JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

401k plan membership statisitcs for JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

Measure Date Value
2023: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01174
Total number of active participants reported on line 7a of the Form 55002023-01-01101
Number of retired or separated participants receiving benefits2023-01-0112
Number of other retired or separated participants entitled to future benefits2023-01-0161
Total of all active and inactive participants2023-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01175
Number of participants with account balances2023-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0122
2022: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01175
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01163
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01155
Number of participants with account balances2021-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01178
Number of participants with account balances2019-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01176
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01147
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01144
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01132
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01205
Number of participants with account balances2013-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01191
Total number of active participants reported on line 7a of the Form 55002012-09-0199
Number of retired or separated participants receiving benefits2012-09-012
Number of other retired or separated participants entitled to future benefits2012-09-0199
Total of all active and inactive participants2012-09-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01200
Number of participants with account balances2012-09-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-011
2011: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01147
Total number of active participants reported on line 7a of the Form 55002011-09-0196
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0195
Total of all active and inactive participants2011-09-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01191
Number of participants with account balances2011-09-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01152
Total number of active participants reported on line 7a of the Form 55002009-09-01152
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01152
Number of participants with account balances2009-09-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-013
2007: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-09-010
Total number of active participants reported on line 7a of the Form 55002007-09-010
Number of retired or separated participants receiving benefits2007-09-010
Number of other retired or separated participants entitled to future benefits2007-09-010
Total of all active and inactive participants2007-09-010
2006: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2006 401k membership
Total participants, beginning-of-year2006-09-010
Total number of active participants reported on line 7a of the Form 55002006-09-010
Number of retired or separated participants receiving benefits2006-09-010
Number of other retired or separated participants entitled to future benefits2006-09-010
Total of all active and inactive participants2006-09-010
2005: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2005 401k membership
Total participants, beginning-of-year2005-09-010
Total number of active participants reported on line 7a of the Form 55002005-09-010
Number of retired or separated participants receiving benefits2005-09-010
Number of other retired or separated participants entitled to future benefits2005-09-010
Total of all active and inactive participants2005-09-010
2004: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2004 401k membership
Total participants, beginning-of-year2004-09-010
Total number of active participants reported on line 7a of the Form 55002004-09-010
Number of retired or separated participants receiving benefits2004-09-010
Number of other retired or separated participants entitled to future benefits2004-09-010
Total of all active and inactive participants2004-09-010
2003: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2003 401k membership
Total participants, beginning-of-year2003-09-010
Total number of active participants reported on line 7a of the Form 55002003-09-010
Number of retired or separated participants receiving benefits2003-09-010
Number of other retired or separated participants entitled to future benefits2003-09-010
Total of all active and inactive participants2003-09-010
2002: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2002 401k membership
Total participants, beginning-of-year2002-09-010
Total number of active participants reported on line 7a of the Form 55002002-09-010
Number of retired or separated participants receiving benefits2002-09-010
Number of other retired or separated participants entitled to future benefits2002-09-010
Total of all active and inactive participants2002-09-010
Total participants, beginning-of-year2002-03-010
Total number of active participants reported on line 7a of the Form 55002002-03-010
Number of retired or separated participants receiving benefits2002-03-010
Total of all active and inactive participants2002-03-010

Financial Data on JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

Measure Date Value
2023 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,839,356
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$497,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$432,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$708,814
Value of total assets at end of year2023-12-31$8,981,868
Value of total assets at beginning of year2023-12-31$7,639,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$64,691
Total interest from all sources2023-12-31$4,394
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$381,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$381,625
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$432,775
Participant contributions at end of year2023-12-31$65,926
Participant contributions at beginning of year2023-12-31$78,130
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$50,555
Administrative expenses (other) incurred2023-12-31$64,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,342,156
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,981,868
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,639,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,221,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,987,931
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$4,394
Interest earned on other investments2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,694,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,573,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$744,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$225,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$432,509
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MARCUM, LLP
Accountancy firm EIN2023-12-31111986323
2022 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-444,117
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$523,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$459,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$598,243
Value of total assets at end of year2022-12-31$7,639,712
Value of total assets at beginning of year2022-12-31$8,607,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,607
Total interest from all sources2022-12-31$41,385
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$334,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$334,632
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$376,646
Participant contributions at end of year2022-12-31$78,130
Participant contributions at beginning of year2022-12-31$64,891
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-967,988
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,639,712
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,607,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,987,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,881,705
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$3,954
Interest earned on other investments2022-12-31$37,482
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,573,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,645,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,418,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$219,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$459,264
Contract administrator fees2022-12-31$36,398
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM, LLP
Accountancy firm EIN2022-12-31111986323
2021 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,745,582
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$615,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$552,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$622,913
Value of total assets at end of year2021-12-31$8,607,700
Value of total assets at beginning of year2021-12-31$7,477,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,452
Total interest from all sources2021-12-31$38,635
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$486,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$486,392
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$402,516
Participant contributions at end of year2021-12-31$64,891
Participant contributions at beginning of year2021-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,130,152
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,607,700
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,477,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,881,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,011,416
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$1,670
Interest earned on other investments2021-12-31$37,118
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,645,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,449,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$597,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$220,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$552,978
Contract administrator fees2021-12-31$35,090
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRIEDMAN LLP
Accountancy firm EIN2021-12-31131610809
2020 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,460,916
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$862,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$808,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$652,672
Value of total assets at end of year2020-12-31$7,477,548
Value of total assets at beginning of year2020-12-31$6,879,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,453
Total interest from all sources2020-12-31$37,327
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$398,077
Participant contributions at end of year2020-12-31$925
Participant contributions at beginning of year2020-12-31$30,262
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$598,407
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,477,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,879,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,011,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,470,483
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$2,184
Interest earned on other investments2020-12-31$35,250
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,449,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,378,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$770,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$243,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$808,056
Contract administrator fees2020-12-31$32,661
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,742,469
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$454,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$403,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$676,844
Value of total assets at end of year2019-12-31$6,879,141
Value of total assets at beginning of year2019-12-31$5,591,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,543
Total interest from all sources2019-12-31$2,028
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$36,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$36,604
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$414,609
Participant contributions at end of year2019-12-31$30,262
Participant contributions at beginning of year2019-12-31$27,841
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,287,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,879,141
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,591,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,470,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,239,547
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,028
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,378,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,323,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,026,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$240,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$403,147
Contract administrator fees2019-12-31$51,543
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2019-12-31232653765
2018 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$488,089
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$362,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$317,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$711,466
Value of total assets at end of year2018-12-31$5,591,362
Value of total assets at beginning of year2018-12-31$5,465,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,364
Total interest from all sources2018-12-31$1,830
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$34,242
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$386,509
Participant contributions at end of year2018-12-31$27,841
Participant contributions at beginning of year2018-12-31$26,843
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$90,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$125,711
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,591,362
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,465,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,239,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,149,893
Interest on participant loans2018-12-31$1,830
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,323,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,288,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-259,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$234,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$317,014
Contract administrator fees2018-12-31$45,364
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2018-12-31232653765
2017 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,137,674
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$315,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$277,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$488,980
Value of total assets at end of year2017-12-31$5,465,651
Value of total assets at beginning of year2017-12-31$4,643,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,709
Total interest from all sources2017-12-31$1,605
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$647,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$647,089
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$302,907
Participant contributions at end of year2017-12-31$26,843
Participant contributions at beginning of year2017-12-31$30,378
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$822,367
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,465,651
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,643,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,149,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,344,207
Interest on participant loans2017-12-31$1,605
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,288,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,268,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$186,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$277,598
Contract administrator fees2017-12-31$37,709
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2017-12-31232653765
2016 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$868,178
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$502,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$468,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$533,086
Value of total assets at end of year2016-12-31$4,643,284
Value of total assets at beginning of year2016-12-31$4,278,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,086
Total interest from all sources2016-12-31$2,421
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$332,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$332,671
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$302,699
Participant contributions at end of year2016-12-31$30,378
Participant contributions at beginning of year2016-12-31$25,307
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,000
Total non interest bearing cash at end of year2016-12-31$112
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$365,274
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,643,284
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,278,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,344,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,925,203
Interest on participant loans2016-12-31$2,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,268,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,327,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$468,818
Contract administrator fees2016-12-31$34,086
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2016-12-31232653765
2015 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$498,992
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$488,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$456,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$474,127
Value of total assets at end of year2015-12-31$4,278,010
Value of total assets at beginning of year2015-12-31$4,267,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,912
Total interest from all sources2015-12-31$35,497
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-10,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-10,632
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$300,455
Participant contributions at end of year2015-12-31$25,307
Participant contributions at beginning of year2015-12-31$16,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$10,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,278,010
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,267,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,925,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,883,139
Interest on participant loans2015-12-31$1,395
Interest earned on other investments2015-12-31$34,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,327,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,367,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$173,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$456,610
Contract administrator fees2015-12-31$20,825
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2015-12-31232653765
2014 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$654,864
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$175,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$145,858
Expenses. Certain deemed distributions of participant loans2014-12-31$2,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$435,349
Value of total assets at end of year2014-12-31$4,267,540
Value of total assets at beginning of year2014-12-31$3,787,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,374
Total interest from all sources2014-12-31$36,597
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$277,071
Participant contributions at end of year2014-12-31$16,435
Participant contributions at beginning of year2014-12-31$10,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$479,556
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,267,540
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,787,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,883,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,452,266
Interest on participant loans2014-12-31$1,217
Interest earned on other investments2014-12-31$35,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,367,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,325,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$182,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$156,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$145,858
Contract administrator fees2014-12-31$18,702
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2014-12-31232653765
2013 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$937,001
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$924,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$904,229
Expenses. Certain deemed distributions of participant loans2013-12-31$539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$430,085
Value of total assets at end of year2013-12-31$3,787,984
Value of total assets at beginning of year2013-12-31$3,775,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,443
Total interest from all sources2013-12-31$35,996
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$259,538
Participant contributions at end of year2013-12-31$10,293
Participant contributions at beginning of year2013-12-31$70,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,790
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,787,984
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,775,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,452,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,296,062
Interest on participant loans2013-12-31$2,375
Interest earned on other investments2013-12-31$33,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$365,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$365,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,325,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,043,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$470,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$170,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$904,229
Contract administrator fees2013-12-31$13,331
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2013-12-31232653765
2012 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$278,422
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$474,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$462,307
Expenses. Certain deemed distributions of participant loans2012-12-31$204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$176,703
Value of total assets at end of year2012-12-31$3,775,194
Value of total assets at beginning of year2012-12-31$3,971,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,283
Total interest from all sources2012-12-31$10,838
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$90,639
Participant contributions at end of year2012-12-31$70,105
Participant contributions at beginning of year2012-12-31$25,729
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-196,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,775,194
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,971,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,296,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,446,023
Interest on participant loans2012-12-31$1,072
Interest earned on other investments2012-12-31$9,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$365,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$433,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$433,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,043,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,066,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$90,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$23,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$462,307
Contract administrator fees2012-12-31$9,136
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2012-12-31232653765
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total transfer of assets to this plan2012-08-31$293,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$979,153
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$314,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$302,310
Expenses. Certain deemed distributions of participant loans2012-08-31$11,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$770,032
Value of total assets at end of year2012-08-31$3,971,566
Value of total assets at beginning of year2012-08-31$3,013,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$830
Total interest from all sources2012-08-31$33,710
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$214,135
Participant contributions at end of year2012-08-31$25,729
Participant contributions at beginning of year2012-08-31$22,195
Participant contributions at end of year2012-08-31$0
Participant contributions at beginning of year2012-08-31$8,542
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$504,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$664,604
Value of net assets at end of year (total assets less liabilities)2012-08-31$3,971,566
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$3,013,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$2,446,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,977,433
Interest on participant loans2012-08-31$1,787
Interest earned on other investments2012-08-31$31,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$433,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$1,066,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$1,003,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$175,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$51,243
Employer contributions (assets) at end of year2012-08-31$0
Employer contributions (assets) at beginning of year2012-08-31$1,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$302,310
Contract administrator fees2012-08-31$830
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31ST. CLAIR CPA'S, P.C.
Accountancy firm EIN2012-08-31232653765
2011 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$573,260
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$237,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$236,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$284,533
Value of total assets at end of year2011-08-31$3,013,650
Value of total assets at beginning of year2011-08-31$2,678,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,250
Total interest from all sources2011-08-31$30,085
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$231,952
Participant contributions at end of year2011-08-31$22,195
Participant contributions at beginning of year2011-08-31$19,679
Participant contributions at end of year2011-08-31$8,542
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$0
Other income not declared elsewhere2011-08-31$3,564
Administrative expenses (other) incurred2011-08-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$335,474
Value of net assets at end of year (total assets less liabilities)2011-08-31$3,013,650
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$2,678,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,977,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$1,780,094
Interest on participant loans2011-08-31$463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$29,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$1,003,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$878,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$255,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$52,004
Employer contributions (assets) at end of year2011-08-31$1,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$236,536
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31EISNERAMPER LLP
Accountancy firm EIN2011-08-31131639826
2010 : JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

2023: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes
2007: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2007 form 5500 responses
2007-09-01Type of plan entitySingle employer plan
2007-09-01Submission has been amendedNo
2007-09-01This submission is the final filingNo
2007-09-01This return/report is a short plan year return/report (less than 12 months)No
2007-09-01Plan is a collectively bargained planNo
2006: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01Submission has been amendedNo
2006-09-01This submission is the final filingNo
2006-09-01This return/report is a short plan year return/report (less than 12 months)No
2006-09-01Plan is a collectively bargained planNo
2005: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2005 form 5500 responses
2005-09-01Type of plan entitySingle employer plan
2005-09-01Submission has been amendedNo
2005-09-01This submission is the final filingNo
2005-09-01This return/report is a short plan year return/report (less than 12 months)No
2005-09-01Plan is a collectively bargained planNo
2004: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2004 form 5500 responses
2004-09-01Type of plan entitySingle employer plan
2004-09-01Submission has been amendedNo
2004-09-01This submission is the final filingNo
2004-09-01This return/report is a short plan year return/report (less than 12 months)No
2004-09-01Plan is a collectively bargained planNo
2003: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2003 form 5500 responses
2003-09-01Type of plan entitySingle employer plan
2003-09-01Submission has been amendedNo
2003-09-01This submission is the final filingNo
2003-09-01This return/report is a short plan year return/report (less than 12 months)No
2003-09-01Plan is a collectively bargained planNo
2002: JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN 2002 form 5500 responses
2002-09-01Type of plan entitySingle employer plan
2002-09-01Submission has been amendedNo
2002-09-01This submission is the final filingNo
2002-09-01This return/report is a short plan year return/report (less than 12 months)No
2002-09-01Plan is a collectively bargained planNo
2002-03-01Type of plan entitySingle employer plan
2002-03-01First time form 5500 has been submittedYes
2002-03-01Submission has been amendedNo
2002-03-01This submission is the final filingNo
2002-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2002-03-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered155
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered54
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,115
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered159
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered56
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered59
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $89
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered142
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered146
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered63
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $69
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $30
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered164
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered66
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $119
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered71
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $114
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33
Insurance broker organization code?3
Insurance broker nameEMILY S SPYCH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?3
Insurance broker nameTHOMAS E MORGAN
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered109
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered108
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $87
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40
Insurance broker organization code?3
Insurance broker nameVICKI MOLIKEN
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808520
Policy instance 2
Insurance contract or identification number808520
Number of Individuals Covered100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered113
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $210
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82
Insurance broker organization code?3
Insurance broker nameTERRY J. WASSERMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered122
Insurance policy start date2012-09-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $153
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
Insurance broker nameTERRY J. WASSERMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered127
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $2,241
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42286
Policy instance 1
Insurance contract or identification number42286
Number of Individuals Covered147
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $3,543
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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