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THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 401k Plan overview

Plan NameTHE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN
Plan identification number 001

THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ABILITY KC has sponsored the creation of one or more 401k plans.

Company Name:ABILITY KC
Employer identification number (EIN):440552045
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01JANICE BROOKE
0012015-07-01JANICE BROOKE
0012014-07-01DONALD D. HARKINS
0012013-07-01DON HARKINS DON HARKINS2015-03-17
0012012-07-01DON HARKINS
0012011-07-01DON HARKINS DON HARKINS2013-04-08
0012009-07-01DON HARKINS

Plan Statistics for THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN

401k plan membership statisitcs for THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN

Measure Date Value
2022: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01232
Total number of active participants reported on line 7a of the Form 55002022-07-01202
Number of retired or separated participants receiving benefits2022-07-015
Number of other retired or separated participants entitled to future benefits2022-07-0152
Total of all active and inactive participants2022-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01259
Number of participants with account balances2022-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01233
Total number of active participants reported on line 7a of the Form 55002021-07-01172
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0141
Total of all active and inactive participants2021-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01214
Number of participants with account balances2021-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01192
Total number of active participants reported on line 7a of the Form 55002020-07-01206
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0127
Total of all active and inactive participants2020-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01233
Number of participants with account balances2020-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01194
Total number of active participants reported on line 7a of the Form 55002019-07-01176
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0114
Total of all active and inactive participants2019-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01192
Number of participants with account balances2019-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01220
Total number of active participants reported on line 7a of the Form 55002018-07-01178
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0112
Total of all active and inactive participants2018-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01192
Number of participants with account balances2018-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01282
Total number of active participants reported on line 7a of the Form 55002017-07-01160
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0160
Total of all active and inactive participants2017-07-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01220
Number of participants with account balances2017-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01241
Total number of active participants reported on line 7a of the Form 55002016-07-01228
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0154
Total of all active and inactive participants2016-07-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01282
Number of participants with account balances2016-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01209
Total number of active participants reported on line 7a of the Form 55002015-07-01193
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0148
Total of all active and inactive participants2015-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01241
Number of participants with account balances2015-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01103
Total number of active participants reported on line 7a of the Form 55002014-07-01179
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0148
Total of all active and inactive participants2014-07-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01227
Number of participants with account balances2014-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01106
Total number of active participants reported on line 7a of the Form 55002013-07-0158
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0145
Total of all active and inactive participants2013-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01103
Number of participants with account balances2013-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01104
Total number of active participants reported on line 7a of the Form 55002012-07-0162
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0144
Total of all active and inactive participants2012-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01106
Number of participants with account balances2012-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01106
Total number of active participants reported on line 7a of the Form 55002011-07-0160
Number of other retired or separated participants entitled to future benefits2011-07-0144
Total of all active and inactive participants2011-07-01104
Total participants2011-07-01104
Number of participants with account balances2011-07-01101
2009: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01110
Total number of active participants reported on line 7a of the Form 55002009-07-0199
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01105
Number of participants with account balances2009-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN

Measure Date Value
2023 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,371,932
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$620,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$582,533
Value of total corrective distributions2023-06-30$3,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$661,299
Value of total assets at end of year2023-06-30$7,161,216
Value of total assets at beginning of year2023-06-30$6,409,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$34,939
Total interest from all sources2023-06-30$644
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$262,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$262,720
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$523,672
Participant contributions at end of year2023-06-30$13,162
Participant contributions at beginning of year2023-06-30$21,638
Participant contributions at end of year2023-06-30$40,680
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$19,793
Total non interest bearing cash at end of year2023-06-30$93
Total non interest bearing cash at beginning of year2023-06-30$109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$751,392
Value of net assets at end of year (total assets less liabilities)2023-06-30$7,161,216
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$6,409,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$17,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,954,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,221,759
Value of interest in pooled separate accounts at end of year2023-06-30$1,453,332
Value of interest in pooled separate accounts at beginning of year2023-06-30$1,334,938
Interest on participant loans2023-06-30$644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$690,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$831,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$447,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$117,834
Employer contributions (assets) at end of year2023-06-30$9,003
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$582,533
Contract administrator fees2023-06-30$17,632
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30MOSS ADAMS, LLP
Accountancy firm EIN2023-06-30910189318
2022 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-508,861
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$567,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$529,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$603,424
Value of total assets at end of year2022-06-30$6,409,824
Value of total assets at beginning of year2022-06-30$7,486,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$38,153
Total interest from all sources2022-06-30$1,221
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$-175,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$-175,761
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$474,211
Participant contributions at end of year2022-06-30$21,638
Participant contributions at beginning of year2022-06-30$26,543
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$23,931
Total non interest bearing cash at end of year2022-06-30$109
Total non interest bearing cash at beginning of year2022-06-30$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,076,641
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,409,824
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,486,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$20,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,221,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,984,104
Value of interest in pooled separate accounts at end of year2022-06-30$1,334,938
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,571,923
Interest on participant loans2022-06-30$1,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$831,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$903,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-934,552
Net investment gain or loss from common/collective trusts2022-06-30$-3,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$105,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$529,627
Contract administrator fees2022-06-30$17,935
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MOSS ADAMS, LLP
Accountancy firm EIN2022-06-30910189318
2021 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$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$2,084,394
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$717,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$683,288
Value of total corrective distributions2021-06-30$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$507,190
Value of total assets at end of year2021-06-30$7,486,465
Value of total assets at beginning of year2021-06-30$6,119,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$34,305
Total interest from all sources2021-06-30$1,160
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$545,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$545,757
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$478,227
Participant contributions at end of year2021-06-30$26,543
Participant contributions at beginning of year2021-06-30$21,282
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$19,918
Total non interest bearing cash at end of year2021-06-30$184
Total non interest bearing cash at beginning of year2021-06-30$155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,366,742
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,486,465
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,119,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$16,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,984,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,620,423
Value of interest in pooled separate accounts at end of year2021-06-30$1,571,923
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,534,852
Interest on participant loans2021-06-30$1,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$903,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$943,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,034,706
Net investment gain or loss from common/collective trusts2021-06-30$-4,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$9,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$683,288
Contract administrator fees2021-06-30$17,879
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MOSS ADAMS, LLP
Accountancy firm EIN2021-06-30910189318
2020 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$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$1,097,468
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,092,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,064,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$776,143
Value of total assets at end of year2020-06-30$6,119,723
Value of total assets at beginning of year2020-06-30$6,114,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$28,263
Total interest from all sources2020-06-30$1,409
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$258,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$258,911
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$458,209
Participant contributions at end of year2020-06-30$21,282
Participant contributions at beginning of year2020-06-30$22,084
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$218,654
Total non interest bearing cash at end of year2020-06-30$155
Total non interest bearing cash at beginning of year2020-06-30$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$5,038
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,119,723
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,114,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$12,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,620,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,023,795
Value of interest in pooled separate accounts at end of year2020-06-30$1,534,852
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,036,800
Interest on participant loans2020-06-30$1,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$943,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,031,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$61,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$99,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,064,167
Contract administrator fees2020-06-30$15,427
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MOSS ADAMS, LLP
Accountancy firm EIN2020-06-30910189318
2019 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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$738,335
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$224,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$200,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$452,377
Value of total assets at end of year2019-06-30$6,114,685
Value of total assets at beginning of year2019-06-30$5,600,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$23,861
Total interest from all sources2019-06-30$1,019
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$20,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$20,181
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$351,850
Participant contributions at end of year2019-06-30$22,084
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$25,874
Assets. Loans (other than to participants) at end of year2019-06-30$0
Assets. Loans (other than to participants) at beginning of year2019-06-30$12,675
Total non interest bearing cash at end of year2019-06-30$96
Total non interest bearing cash at beginning of year2019-06-30$202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$513,866
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,114,685
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,600,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$10,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,023,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,593,040
Value of interest in pooled separate accounts at end of year2019-06-30$2,036,800
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,982,778
Interest on participant loans2019-06-30$1,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,031,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,012,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$264,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$74,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$200,608
Contract administrator fees2019-06-30$13,252
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MOSS ADAMS, LLP
Accountancy firm EIN2019-06-30910189318
2018 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$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$933,145
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$984,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$960,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$495,262
Value of total assets at end of year2018-06-30$5,600,819
Value of total assets at beginning of year2018-06-30$5,652,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$24,276
Total interest from all sources2018-06-30$349
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$11,320
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$11,320
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$331,032
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$95,759
Assets. Loans (other than to participants) at end of year2018-06-30$12,675
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$202
Total non interest bearing cash at beginning of year2018-06-30$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-51,491
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,600,819
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,652,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$10,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,593,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,474,408
Value of interest in pooled separate accounts at end of year2018-06-30$1,982,778
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,204,351
Interest on participant loans2018-06-30$349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,012,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$973,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$426,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$68,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$960,360
Contract administrator fees2018-06-30$13,481
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MOSS ADAMS, LLP
Accountancy firm EIN2018-06-30910189318
2017 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$923,640
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$318,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$297,756
Value of total corrective distributions2017-06-30$1,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$372,006
Value of total assets at end of year2017-06-30$5,652,310
Value of total assets at beginning of year2017-06-30$5,047,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$19,727
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$4,553
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$4,553
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$313,381
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$4,703
Total non interest bearing cash at end of year2017-06-30$320
Total non interest bearing cash at beginning of year2017-06-30$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$604,804
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,652,310
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,047,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$8,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,474,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,911,085
Value of interest in pooled separate accounts at end of year2017-06-30$2,204,351
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,016,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$973,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,119,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$547,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$53,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$297,756
Contract administrator fees2017-06-30$11,173
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MOSS ADAMS, LLP
Accountancy firm EIN2017-06-30910189318
2016 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$338,221
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$646,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$628,914
Value of total corrective distributions2016-06-30$1,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$349,729
Value of total assets at end of year2016-06-30$5,047,506
Value of total assets at beginning of year2016-06-30$5,355,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$16,503
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,371
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,371
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$302,807
Total non interest bearing cash at end of year2016-06-30$117
Total non interest bearing cash at beginning of year2016-06-30$1,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-308,207
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,047,506
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,355,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$5,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,911,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,341,865
Value of interest in pooled separate accounts at end of year2016-06-30$2,016,450
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,832,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,119,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,179,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-13,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$46,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$628,914
Contract administrator fees2016-06-30$10,549
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BKD, LLP
Accountancy firm EIN2016-06-30440160260
2015 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$591,091
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$129,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$126,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$297,799
Value of total assets at end of year2015-06-30$5,355,713
Value of total assets at beginning of year2015-06-30$4,894,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,677
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$212
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$212
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$271,772
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$3,129
Total non interest bearing cash at end of year2015-06-30$1,187
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$461,156
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,355,713
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,894,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$4
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,341,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,433,837
Value of interest in pooled separate accounts at end of year2015-06-30$2,832,882
Value of interest in pooled separate accounts at beginning of year2015-06-30$293,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,179,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,167,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$293,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$22,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$126,258
Contract administrator fees2015-06-30$3,673
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BKD, LLP
Accountancy firm EIN2015-06-30440160260
2014 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$953,941
Total of all expenses incurred2014-06-30$69,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$69,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$248,421
Value of total assets at end of year2014-06-30$4,894,557
Value of total assets at beginning of year2014-06-30$4,010,565
Total interest from all sources2014-06-30$45,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$238,612
Participant contributions at beginning of year2014-06-30$8,925
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$9,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$883,992
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,894,557
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,010,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,433,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,645,854
Value of interest in pooled separate accounts at end of year2014-06-30$293,677
Value of interest in pooled separate accounts at beginning of year2014-06-30$254,444
Interest earned on other investments2014-06-30$45,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,167,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,101,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$631,723
Net investment gain/loss from pooled separate accounts2014-06-30$28,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$69,949
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BKD, LLP
Accountancy firm EIN2014-06-30440160260
2013 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$647,921
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$106,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$106,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$212,419
Value of total assets at end of year2013-06-30$4,010,565
Value of total assets at beginning of year2013-06-30$3,469,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$42,671
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$212,419
Participant contributions at end of year2013-06-30$8,925
Participant contributions at beginning of year2013-06-30$7,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$541,412
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,010,565
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,469,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,645,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,248,678
Value of interest in pooled separate accounts at end of year2013-06-30$254,444
Value of interest in pooled separate accounts at beginning of year2013-06-30$228,390
Interest earned on other investments2013-06-30$42,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,101,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$984,289
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$372,975
Net investment gain/loss from pooled separate accounts2013-06-30$19,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$106,509
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BKD, LLP
Accountancy firm EIN2013-06-30440160260
2012 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$283,312
Total of all expenses incurred2012-06-30$59,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$59,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$208,394
Value of total assets at end of year2012-06-30$3,469,153
Value of total assets at beginning of year2012-06-30$3,245,479
Total interest from all sources2012-06-30$38,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$208,394
Participant contributions at beginning of year2012-06-30$0
Participant contributions at end of year2012-06-30$7,796
Participant contributions at beginning of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$223,674
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,469,153
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,245,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,248,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,156,272
Value of interest in pooled separate accounts at end of year2012-06-30$228,390
Value of interest in pooled separate accounts at beginning of year2012-06-30$196,047
Interest earned on other investments2012-06-30$38,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$984,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$893,160
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$6,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$14,322
Net investment gain/loss from pooled separate accounts2012-06-30$22,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$52,725
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BKD, LLP
Accountancy firm EIN2012-06-30440160260
2011 : THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$729,395
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$58,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$58,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$200,177
Value of total assets at end of year2011-06-30$3,245,479
Value of total assets at beginning of year2011-06-30$2,574,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$34,428
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$200,177
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$670,989
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,245,479
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,574,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,156,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,604,042
Value of interest in pooled separate accounts at end of year2011-06-30$196,047
Value of interest in pooled separate accounts at beginning of year2011-06-30$152,077
Interest earned on other investments2011-06-30$34,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$893,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$818,371
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$4,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$464,606
Net investment gain/loss from pooled separate accounts2011-06-30$30,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$53,497
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BKD, LLP
Accountancy firm EIN2011-06-30440160260

Form 5500 Responses for THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN

2022: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE REHABILITATION INSTITUTE OF KANSAS CITY 403(B) DC PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered50
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered68
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered72
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered72
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered75
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered79
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered88
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered96
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered102
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered103
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 2
Insurance contract or identification number347150
Number of Individuals Covered101
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347150
Policy instance 1
Insurance contract or identification number347150
Number of Individuals Covered102
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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