401k Plan data: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN plan

GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN
Plan identification number	002

GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

GREATER PHILADELPHIA COMMUNITY ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name: GREATER PHILADELPHIA COMMUNITY ALLIANCE

Employer identification number (EIN): 231365980

NAIC Classification: 624200

Additional information about GREATER PHILADELPHIA COMMUNITY ALLIANCE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 96100

More information about GREATER PHILADELPHIA COMMUNITY ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 DAVID SELLERS
002 2016-07-01 DAVID SELLERS
002 2015-07-01 DAVID SELLERS 2016-10-10
002 2014-07-01 DAVID SELLERS 2015-09-21
002 2013-07-01 DAVID SELLERS 2014-09-23
002 2012-07-01 DAVID SELLERS 2013-11-04 DAVID SELLERS 2013-11-04
002 2011-07-01 DAVID SELLERS 2012-11-16 DAVID SELLERS 2012-11-16
002 2010-07-01 DAVID R. SELLERS 2012-03-27 DAVID R. SELLERS 2012-03-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	DAVID SELLERS
002	2016-07-01	DAVID SELLERS
002	2015-07-01	DAVID SELLERS	2016-10-10
002	2014-07-01	DAVID SELLERS	2015-09-21
002	2013-07-01	DAVID SELLERS	2014-09-23
002	2012-07-01	DAVID SELLERS	2013-11-04	DAVID SELLERS	2013-11-04
002	2011-07-01	DAVID SELLERS	2012-11-16	DAVID SELLERS	2012-11-16
002	2010-07-01	DAVID R. SELLERS	2012-03-27	DAVID R. SELLERS	2012-03-27

Plan Statistics for GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN

Measure Date Value
2022: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 223
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 142
Number of retired or separated participants receiving benefits 2022-04-01 4
Number of other retired or separated participants entitled to future benefits 2022-04-01 72
Total of all active and inactive participants 2022-04-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 218
Number of participants with account balances 2022-04-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 81
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 41
Total of all active and inactive participants 2021-07-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 122
Number of participants with account balances 2021-07-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 87
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 39
Total of all active and inactive participants 2020-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 126
Number of participants with account balances 2020-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 96
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 36
Total of all active and inactive participants 2019-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 132
Number of participants with account balances 2019-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 101
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 38
Total of all active and inactive participants 2018-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 139
Number of participants with account balances 2018-07-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 113
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 42
Total of all active and inactive participants 2017-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 155
Number of participants with account balances 2017-07-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 112
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 34
Total of all active and inactive participants 2016-07-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 146
Number of participants with account balances 2016-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0

Measure	Date	Value
2022: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	223
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	142
Number of retired or separated participants receiving benefits	2022-04-01	4
Number of other retired or separated participants entitled to future benefits	2022-04-01	72
Total of all active and inactive participants	2022-04-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	218
Number of participants with account balances	2022-04-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	81
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	41
Total of all active and inactive participants	2021-07-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	122
Number of participants with account balances	2021-07-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	87
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	39
Total of all active and inactive participants	2020-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	126
Number of participants with account balances	2020-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	96
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	36
Total of all active and inactive participants	2019-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	132
Number of participants with account balances	2019-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	101
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	38
Total of all active and inactive participants	2018-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	139
Number of participants with account balances	2018-07-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	113
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	42
Total of all active and inactive participants	2017-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	155
Number of participants with account balances	2017-07-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	112
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	34
Total of all active and inactive participants	2016-07-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	146
Number of participants with account balances	2016-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0

Financial Data on GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN

Measure	Date	Value
2023 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-03-31	$0
Total transfer of assets to this plan	2023-03-31	$1,791,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$-66,503
Total loss/gain on sale of assets	2023-03-31	$0
Total of all expenses incurred	2023-03-31	$82,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$82,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$139,229
Value of total assets at end of year	2023-03-31	$3,244,342
Value of total assets at beginning of year	2023-03-31	$1,601,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$140
Total interest from all sources	2023-03-31	$25,434
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$500,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$92,260
Participant contributions at end of year	2023-03-31	$73,050
Participant contributions at beginning of year	2023-03-31	$23,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Value of net income/loss	2023-03-31	$-148,662
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$3,244,342
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$1,601,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$2,563,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$1,028,338
Interest earned on other investments	2023-03-31	$25,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-31	$608,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-31	$550,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-231,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Contributions received in cash from employer	2023-03-31	$46,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$82,019
Contract administrator fees	2023-03-31	$140
Did the plan have assets held for investment	2023-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Opinion of an independent qualified public accountant for this plan	2023-03-31	Disclaimer
Accountancy firm name	2023-03-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2023-03-31	410746749
2022 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$118,851
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$83,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$83,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$77,325
Value of total assets at end of year	2022-03-31	$1,601,816
Value of total assets at beginning of year	2022-03-31	$1,566,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$431
Total interest from all sources	2022-03-31	$14,091
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$150,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$41,175
Participant contributions at end of year	2022-03-31	$23,426
Participant contributions at beginning of year	2022-03-31	$18,029
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Value of net income/loss	2022-03-31	$35,276
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$1,601,816
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$1,566,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$1,028,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$1,010,707
Interest earned on other investments	2022-03-31	$14,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-03-31	$550,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-03-31	$537,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$27,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Contributions received in cash from employer	2022-03-31	$36,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$83,144
Contract administrator fees	2022-03-31	$431
Did the plan have assets held for investment	2022-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Opinion of an independent qualified public accountant for this plan	2022-03-31	Disclaimer
Accountancy firm name	2022-03-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2022-03-31	410746749
2021 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$353,352
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$37,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$37,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$88,797
Value of total assets at end of year	2021-06-30	$1,566,540
Value of total assets at beginning of year	2021-06-30	$1,250,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$25
Total interest from all sources	2021-06-30	$18,100
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$150,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$71,430
Participant contributions at end of year	2021-06-30	$18,029
Participant contributions at beginning of year	2021-06-30	$17,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$315,964
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,566,540
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,250,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,010,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$730,163
Interest earned on other investments	2021-06-30	$18,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$537,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$502,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$246,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$17,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$37,363
Contract administrator fees	2021-06-30	$25
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$114,641
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$44,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$44,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$66,513
Value of total assets at end of year	2020-06-30	$1,250,576
Value of total assets at beginning of year	2020-06-30	$1,180,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$86
Total interest from all sources	2020-06-30	$16,829
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$150,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$47,485
Participant contributions at end of year	2020-06-30	$17,922
Participant contributions at beginning of year	2020-06-30	$25,156
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$3,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$69,868
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,250,576
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,180,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$730,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$712,684
Interest earned on other investments	2020-06-30	$16,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$502,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$442,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$31,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$15,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$44,687
Contract administrator fees	2020-06-30	$86
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$136,885
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$244,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$244,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$76,878
Value of total assets at end of year	2019-06-30	$1,180,708
Value of total assets at beginning of year	2019-06-30	$1,288,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$559
Total interest from all sources	2019-06-30	$17,157
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$150,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$58,266
Participant contributions at end of year	2019-06-30	$25,156
Participant contributions at beginning of year	2019-06-30	$24,483
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-108,057
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,180,708
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,288,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$712,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$753,357
Interest earned on other investments	2019-06-30	$17,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$442,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$510,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$42,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$18,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$244,383
Contract administrator fees	2019-06-30	$559
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLINTON LARSON ALLEN LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$157,314
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$30,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$30,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$76,852
Value of total assets at end of year	2018-06-30	$1,288,765
Value of total assets at beginning of year	2018-06-30	$1,161,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$25
Total interest from all sources	2018-06-30	$17,713
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$150,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$61,155
Participant contributions at end of year	2018-06-30	$24,483
Participant contributions at beginning of year	2018-06-30	$25,361
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$550,946
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$126,818
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,288,765
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,161,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$753,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$92,996
Interest earned on other investments	2018-06-30	$17,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$510,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$492,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$62,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$15,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$30,471
Contract administrator fees	2018-06-30	$25
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CLINTON LARSON ALLEN LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$175,361
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$81,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$81,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$81,380
Value of total assets at end of year	2017-06-30	$1,161,947
Value of total assets at beginning of year	2017-06-30	$1,067,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$25
Total interest from all sources	2017-06-30	$671
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$150,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$58,630
Participant contributions at end of year	2017-06-30	$25,361
Participant contributions at beginning of year	2017-06-30	$28,762
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$550,946
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$489,793
Other income not declared elsewhere	2017-06-30	$76,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$94,269
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,161,947
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,067,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$92,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$84,033
Interest on participant loans	2017-06-30	$671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$492,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$465,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$16,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$22,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$81,067
Contract administrator fees	2017-06-30	$25
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CLINTON LARSON ALLEN LLP
Accountancy firm EIN	2017-06-30	410746749

Form 5500 Responses for GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN

2022: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	Yes
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: GREATER PHILADELPHIA COMMUNITY ALLIANCE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08203

Policy instance

Insurance contract or identification number	CR08203
Number of Individuals Covered	113
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Total amount of commissions paid to insurance broker	USD $10,009
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,009
Insurance broker organization code?	4

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08203

Policy instance

Insurance contract or identification number	CR08203
Number of Individuals Covered	59
Insurance policy start date	2021-07-01
Insurance policy end date	2022-03-31
Total amount of commissions paid to insurance broker	USD $3,937
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,937
Insurance broker organization code?	4

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08203

Policy instance

Insurance contract or identification number	CR08203
Number of Individuals Covered	67
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $5,250
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,250
Insurance broker organization code?	4

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08203

Policy instance

Insurance contract or identification number	CR08203
Number of Individuals Covered	69
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $4,355
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,355
Insurance broker organization code?	4

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08203

Policy instance

Insurance contract or identification number	CR08203
Number of Individuals Covered	65
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $4,880
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,880
Insurance broker organization code?	4

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08203

Policy instance

Insurance contract or identification number	CR08203
Number of Individuals Covered	80
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $4,706
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	GREATER PHILADELPHIA COMMUNITY ALLIANCE
Employer identification number (EIN):	231365980
NAIC Classification:	624200

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	96100