OHIO AFSCME LEGAL CARE PLAN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : OHIO AFSCME LEGAL CARE PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,195 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $6,610 |
| Total income from all sources (including contributions) | 2023-12-31 | $77,800 |
| Total of all expenses incurred | 2023-12-31 | $76,281 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $64,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $77,800 |
| Value of total assets at end of year | 2023-12-31 | $44,834 |
| Value of total assets at beginning of year | 2023-12-31 | $47,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $12,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $64,107 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $1,750 |
| Administrative expenses (other) incurred | 2023-12-31 | $3,934 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $2,195 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $6,610 |
| Total non interest bearing cash at end of year | 2023-12-31 | $39,919 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $40,485 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,519 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $42,639 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $41,120 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $77,800 |
| Employer contributions (assets) at end of year | 2023-12-31 | $4,915 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $5,495 |
| Did the plan have assets held for investment | 2023-12-31 | No |
| 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | TRAMER BOLBACH INC |
| Accountancy firm EIN | 2023-12-31 | 341736265 |
| 2022 : OHIO AFSCME LEGAL CARE PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,610 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,526 |
| Total income from all sources (including contributions) | 2022-12-31 | $75,825 |
| Total of all expenses incurred | 2022-12-31 | $73,181 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $62,431 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $75,825 |
| Value of total assets at end of year | 2022-12-31 | $47,730 |
| Value of total assets at beginning of year | 2022-12-31 | $41,002 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,750 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $7,133 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $62,431 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,750 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $83 |
| Administrative expenses (other) incurred | 2022-12-31 | $3,617 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $6,610 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $2,526 |
| Total non interest bearing cash at end of year | 2022-12-31 | $40,485 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $31,259 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $2,644 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $41,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,476 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $75,825 |
| Employer contributions (assets) at end of year | 2022-12-31 | $5,495 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $9,660 |
| Did the plan have assets held for investment | 2022-12-31 | No |
| 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2022-12-31 | 341776903 |
| 2020 : OHIO AFSCME LEGAL CARE PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,859 |
| Total income from all sources (including contributions) | 2020-12-31 | $79,555 |
| Total of all expenses incurred | 2020-12-31 | $76,946 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $64,679 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $79,555 |
| Value of total assets at end of year | 2020-12-31 | $43,176 |
| Value of total assets at beginning of year | 2020-12-31 | $35,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,267 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $8,522 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $64,679 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $14,352 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $14,990 |
| Administrative expenses (other) incurred | 2020-12-31 | $3,745 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $6,743 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,859 |
| Total non interest bearing cash at end of year | 2020-12-31 | $28,824 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $20,693 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,609 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $36,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,824 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $79,555 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2020-12-31 | 341776903 |
| 2017 : OHIO AFSCME LEGAL CARE PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $953 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,537 |
| Total income from all sources (including contributions) | 2017-12-31 | $75,770 |
| Total of all expenses incurred | 2017-12-31 | $74,733 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $61,306 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $75,770 |
| Value of total assets at end of year | 2017-12-31 | $32,137 |
| Value of total assets at beginning of year | 2017-12-31 | $31,684 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $9,443 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $61,306 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $12,407 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $13,211 |
| Administrative expenses (other) incurred | 2017-12-31 | $3,984 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $953 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $1,537 |
| Total non interest bearing cash at end of year | 2017-12-31 | $19,730 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $18,428 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,037 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $31,184 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,147 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $75,770 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $45 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2017-12-31 | 341776903 |
| 2016 : OHIO AFSCME LEGAL CARE PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,537 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,733 |
| Total income from all sources (including contributions) | 2016-12-31 | $74,850 |
| Total of all expenses incurred | 2016-12-31 | $72,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $60,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $74,850 |
| Value of total assets at end of year | 2016-12-31 | $31,684 |
| Value of total assets at beginning of year | 2016-12-31 | $31,010 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,400 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $8,007 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $60,580 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $13,211 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $6,092 |
| Administrative expenses (other) incurred | 2016-12-31 | $4,393 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $1,537 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $2,733 |
| Total non interest bearing cash at end of year | 2016-12-31 | $18,428 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $24,843 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,870 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,147 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $28,277 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $74,850 |
| Employer contributions (assets) at end of year | 2016-12-31 | $45 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $75 |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2016-12-31 | 341776903 |
| 2015 : OHIO AFSCME LEGAL CARE PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,733 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,150 |
| Total income from all sources (including contributions) | 2015-12-31 | $74,240 |
| Total of all expenses incurred | 2015-12-31 | $73,904 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $59,790 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $74,240 |
| Value of total assets at end of year | 2015-12-31 | $31,010 |
| Value of total assets at beginning of year | 2015-12-31 | $31,091 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,114 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $10,010 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Participant contributions at end of year | 2015-12-31 | $4,505 |
| Participant contributions at beginning of year | 2015-12-31 | $11,665 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $59,790 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,587 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,572 |
| Administrative expenses (other) incurred | 2015-12-31 | $4,104 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $2,733 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,150 |
| Total non interest bearing cash at end of year | 2015-12-31 | $24,843 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $16,829 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $336 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $28,277 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $27,941 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $74,240 |
| Employer contributions (assets) at end of year | 2015-12-31 | $75 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $25 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2015-12-31 | 341776903 |
| 2014 : OHIO AFSCME LEGAL CARE PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,151 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,948 |
| Total income from all sources (including contributions) | 2014-12-31 | $66,275 |
| Total of all expenses incurred | 2014-12-31 | $69,653 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $57,271 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $66,275 |
| Value of total assets at end of year | 2014-12-31 | $31,091 |
| Value of total assets at beginning of year | 2014-12-31 | $33,266 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $12,382 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $7,968 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Participant contributions at end of year | 2014-12-31 | $11,665 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $57,271 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,572 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $250 |
| Administrative expenses (other) incurred | 2014-12-31 | $4,414 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,151 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $1,948 |
| Total non interest bearing cash at end of year | 2014-12-31 | $16,829 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $19,996 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-3,378 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $31,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $66,275 |
| Employer contributions (assets) at end of year | 2014-12-31 | $25 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $13,020 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2014-12-31 | 341776903 |
| 2013 : OHIO AFSCME LEGAL CARE PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,947 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,275 |
| Total income from all sources (including contributions) | 2013-12-31 | $69,920 |
| Total of all expenses incurred | 2013-12-31 | $68,178 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $56,813 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $69,920 |
| Value of total assets at end of year | 2013-12-31 | $33,266 |
| Value of total assets at beginning of year | 2013-12-31 | $30,852 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,365 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $7,782 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $56,813 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $250 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,584 |
| Administrative expenses (other) incurred | 2013-12-31 | $3,583 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $1,947 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,275 |
| Total non interest bearing cash at end of year | 2013-12-31 | $19,996 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $19,978 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,742 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $31,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,577 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $69,920 |
| Employer contributions (assets) at end of year | 2013-12-31 | $13,020 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $9,290 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2013-12-31 | 341776903 |
| 2012 : OHIO AFSCME LEGAL CARE PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,275 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,053 |
| Total income from all sources (including contributions) | 2012-12-31 | $72,310 |
| Total of all expenses incurred | 2012-12-31 | $69,763 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $58,093 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $72,310 |
| Value of total assets at end of year | 2012-12-31 | $30,851 |
| Value of total assets at beginning of year | 2012-12-31 | $28,082 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,670 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $6,975 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $58,093 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,583 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $167 |
| Administrative expenses (other) incurred | 2012-12-31 | $4,695 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,275 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,053 |
| Total non interest bearing cash at end of year | 2012-12-31 | $19,978 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $19,640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,547 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $29,576 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,029 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $72,310 |
| Employer contributions (assets) at end of year | 2012-12-31 | $9,290 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $8,275 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2012-12-31 | 341776903 |
| 2011 : OHIO AFSCME LEGAL CARE PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,053 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,112 |
| Total income from all sources (including contributions) | 2011-12-31 | $72,374 |
| Total of all expenses incurred | 2011-12-31 | $74,246 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $60,062 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $72,374 |
| Value of total assets at end of year | 2011-12-31 | $28,082 |
| Value of total assets at beginning of year | 2011-12-31 | $33,013 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,184 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $9,351 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $60,062 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $167 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $250 |
| Administrative expenses (other) incurred | 2011-12-31 | $4,833 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,053 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $4,112 |
| Total non interest bearing cash at end of year | 2011-12-31 | $19,640 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $29,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,872 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $27,029 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,901 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $72,374 |
| Employer contributions (assets) at end of year | 2011-12-31 | $8,275 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $3,212 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2011-12-31 | 341776903 |
| 2010 : OHIO AFSCME LEGAL CARE PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,112 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $15,213 |
| Total income from all sources (including contributions) | 2010-12-31 | $76,415 |
| Total of all expenses incurred | 2010-12-31 | $75,848 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $62,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $76,415 |
| Value of total assets at end of year | 2010-12-31 | $33,013 |
| Value of total assets at beginning of year | 2010-12-31 | $43,547 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,450 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $9,057 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $62,398 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $250 |
| Administrative expenses (other) incurred | 2010-12-31 | $4,393 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $4,112 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $15,213 |
| Total non interest bearing cash at end of year | 2010-12-31 | $29,551 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $18,772 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $567 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,901 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,334 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $76,415 |
| Employer contributions (assets) at end of year | 2010-12-31 | $3,212 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $24,775 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | J.L. ASSOCIATES, INC. |
| Accountancy firm EIN | 2010-12-31 | 341776903 |
