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403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 401k Plan overview

Plan Name403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC
Plan identification number 002

403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC Benefits

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

401k Sponsoring company profile

THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS, INC.
Employer identification number (EIN):720408941
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-04-01
0022022-04-01
0022022-04-01LEANNA MCGEE2024-07-29 LEANNA MCGEE2024-07-29
0022020-04-01
0022019-04-01
0022018-04-01
0022017-04-01KAREN BERRY
0022016-04-01JOEL NELSON JOEL NELSON2018-01-12
0022015-04-01JOEL NELSON JOEL NELSON2017-01-12
0022014-04-01JOEL NELSON JOEL NELSON2015-12-29
0022012-04-01JOEL NELSON JOEL NELSON2014-01-14
0022011-04-01JOEL NELSON JOEL NELSON2013-01-15
0022009-04-01WILLIAM PRICE WILLIAM PRICE2011-01-14
0022009-04-01WILLIAM PRICE WILLIAM PRICE2011-01-18

Plan Statistics for 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC

401k plan membership statisitcs for 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC

Measure Date Value
2023: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2023 401k membership
Total participants, beginning-of-year2023-04-01233
Total number of active participants reported on line 7a of the Form 55002023-04-01108
Number of retired or separated participants receiving benefits2023-04-0123
Number of other retired or separated participants entitled to future benefits2023-04-0166
Total of all active and inactive participants2023-04-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-04-011
Total participants2023-04-01198
Number of participants with account balances2023-04-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-04-016
2022: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2022 401k membership
Total participants, beginning-of-year2022-04-01219
Total number of active participants reported on line 7a of the Form 55002022-04-01128
Number of retired or separated participants receiving benefits2022-04-011
Number of other retired or separated participants entitled to future benefits2022-04-01103
Total of all active and inactive participants2022-04-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01233
Number of participants with account balances2022-04-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-019
2020: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2020 401k membership
Total participants, beginning-of-year2020-04-01213
Total number of active participants reported on line 7a of the Form 55002020-04-01151
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0171
Total of all active and inactive participants2020-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-013
Total participants2020-04-01225
Number of participants with account balances2020-04-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-019
2019: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2019 401k membership
Total participants, beginning-of-year2019-04-01168
Total number of active participants reported on line 7a of the Form 55002019-04-01144
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0166
Total of all active and inactive participants2019-04-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-013
Total participants2019-04-01213
Number of participants with account balances2019-04-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0132
2018: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2018 401k membership
Total participants, beginning-of-year2018-04-01162
Total number of active participants reported on line 7a of the Form 55002018-04-01125
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0141
Total of all active and inactive participants2018-04-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-012
Total participants2018-04-01168
Number of participants with account balances2018-04-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0123
2017: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2017 401k membership
Total participants, beginning-of-year2017-04-01152
Total number of active participants reported on line 7a of the Form 55002017-04-01125
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0135
Total of all active and inactive participants2017-04-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-012
Total participants2017-04-01162
Number of participants with account balances2017-04-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0116
2016: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2016 401k membership
Total participants, beginning-of-year2016-04-01150
Total number of active participants reported on line 7a of the Form 55002016-04-01118
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0132
Total of all active and inactive participants2016-04-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-012
Total participants2016-04-01152
Number of participants with account balances2016-04-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0118
2015: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2015 401k membership
Total participants, beginning-of-year2015-04-01132
Total number of active participants reported on line 7a of the Form 55002015-04-01119
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0120
Total of all active and inactive participants2015-04-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-012
Total participants2015-04-01141
Number of participants with account balances2015-04-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0123
2014: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2014 401k membership
Total participants, beginning-of-year2014-04-01145
Total number of active participants reported on line 7a of the Form 55002014-04-01115
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0124
Total of all active and inactive participants2014-04-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-012
Total participants2014-04-01141
Number of participants with account balances2014-04-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0117
2012: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2012 401k membership
Total participants, beginning-of-year2012-04-01156
Total number of active participants reported on line 7a of the Form 55002012-04-01137
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0118
Total of all active and inactive participants2012-04-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-012
Total participants2012-04-01157
Number of participants with account balances2012-04-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0113
2011: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2011 401k membership
Total participants, beginning-of-year2011-04-01166
Total number of active participants reported on line 7a of the Form 55002011-04-01136
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0118
Total of all active and inactive participants2011-04-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-012
Total participants2011-04-01156
Number of participants with account balances2011-04-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0124
2009: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2009 401k membership
Total participants, beginning-of-year2009-04-01105
Total number of active participants reported on line 7a of the Form 55002009-04-01127
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-017
Total of all active and inactive participants2009-04-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-013
Total participants2009-04-01137
Number of participants with account balances2009-04-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-016

Financial Data on 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC

Measure Date Value
2024 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2024 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2024-03-31$0
Total unrealized appreciation/depreciation of assets2024-03-31$0
Total transfer of assets to this plan2024-03-31$0
Total transfer of assets from this plan2024-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-03-31$0
Expenses. Interest paid2024-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022024-03-31$0
Total income from all sources (including contributions)2024-03-31$804,618
Total loss/gain on sale of assets2024-03-31$0
Total of all expenses incurred2024-03-31$458,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-03-31$457,916
Expenses. Certain deemed distributions of participant loans2024-03-31$0
Value of total corrective distributions2024-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-03-31$271,295
Value of total assets at end of year2024-03-31$3,918,841
Value of total assets at beginning of year2024-03-31$3,573,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-03-31$881
Total interest from all sources2024-03-31$9,748
Total dividends received (eg from common stock, registered investment company shares)2024-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2024-03-31$0
Assets. Real estate other than employer real property at end of year2024-03-31$0
Assets. Real estate other than employer real property at beginning of year2024-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2024-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2024-03-31$0
Was this plan covered by a fidelity bond2024-03-31Yes
Value of fidelity bond cover2024-03-31$300,000
If this is an individual account plan, was there a blackout period2024-03-31No
Were there any nonexempt tranactions with any party-in-interest2024-03-31No
Contributions received from participants2024-03-31$168,659
Participant contributions at end of year2024-03-31$0
Participant contributions at beginning of year2024-03-31$0
Participant contributions at end of year2024-03-31$0
Participant contributions at beginning of year2024-03-31$0
Assets. Other investments not covered elsewhere at end of year2024-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2024-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2024-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2024-03-31$0
Assets. Loans (other than to participants) at end of year2024-03-31$0
Assets. Loans (other than to participants) at beginning of year2024-03-31$0
Other income not declared elsewhere2024-03-31$0
Administrative expenses (other) incurred2024-03-31$881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-03-31No
Income. Non cash contributions2024-03-31$0
Value of net income/loss2024-03-31$345,821
Value of net assets at end of year (total assets less liabilities)2024-03-31$3,918,841
Value of net assets at beginning of year (total assets less liabilities)2024-03-31$3,573,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2024-03-31No
Were any leases to which the plan was party in default or uncollectible2024-03-31No
Assets. partnership/joint venture interests at end of year2024-03-31$0
Assets. partnership/joint venture interests at beginning of year2024-03-31$0
Investment advisory and management fees2024-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-03-31$3,381,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-03-31$3,050,023
Value of interest in pooled separate accounts at end of year2024-03-31$0
Value of interest in pooled separate accounts at beginning of year2024-03-31$0
Interest on participant loans2024-03-31$0
Income. Interest from loans (other than to participants)2024-03-31$0
Interest earned on other investments2024-03-31$9,748
Income. Interest from US Government securities2024-03-31$0
Income. Interest from corporate debt instruments2024-03-31$0
Value of interest in master investment trust accounts at end of year2024-03-31$0
Value of interest in master investment trust accounts at beginning of year2024-03-31$0
Value of interest in common/collective trusts at end of year2024-03-31$0
Value of interest in common/collective trusts at beginning of year2024-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2024-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2024-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2024-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2024-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-03-31$537,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-03-31$522,997
Expenses. Payments to insurance carriers foe the provision of benefits2024-03-31$0
Asset value of US Government securities at end of year2024-03-31$0
Asset value of US Government securities at beginning of year2024-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-03-31$0
Net investment gain/loss from pooled separate accounts2024-03-31$523,575
Net investment gain or loss from common/collective trusts2024-03-31$0
Net gain/loss from 103.12 investment entities2024-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-03-31No
Was there a failure to transmit to the plan any participant contributions2024-03-31Yes
Has the plan failed to provide any benefit when due under the plan2024-03-31No
Contributions received in cash from employer2024-03-31$102,636
Employer contributions (assets) at end of year2024-03-31$0
Employer contributions (assets) at beginning of year2024-03-31$0
Income. Dividends from preferred stock2024-03-31$0
Income. Dividends from common stock2024-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-03-31$457,916
Asset. Corporate debt instrument preferred debt at end of year2024-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2024-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2024-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2024-03-31$0
Contract administrator fees2024-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2024-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2024-03-31$0
Did the plan have assets held for investment2024-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-03-31No
Aggregate proceeds on sale of assets2024-03-31$0
Aggregate carrying amount (costs) on sale of assets2024-03-31$0
Opinion of an independent qualified public accountant for this plan2024-03-31Unqualified
Accountancy firm name2024-03-31EISNERAMPER LLP
Accountancy firm EIN2024-03-31871363769
2023 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$0
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total transfer of assets to this plan2023-03-31$49
Total transfer of assets from this plan2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$153,530
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$374,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$374,104
Expenses. Certain deemed distributions of participant loans2023-03-31$0
Value of total corrective distributions2023-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$368,193
Value of total assets at end of year2023-03-31$3,573,020
Value of total assets at beginning of year2023-03-31$3,794,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$827
Total interest from all sources2023-03-31$3,341
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$0
Assets. Real estate other than employer real property at end of year2023-03-31$0
Assets. Real estate other than employer real property at beginning of year2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$0
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$300,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$228,753
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$11,085
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$0
Assets. Loans (other than to participants) at end of year2023-03-31$0
Assets. Loans (other than to participants) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$0
Administrative expenses (other) incurred2023-03-31$827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Income. Non cash contributions2023-03-31$0
Value of net income/loss2023-03-31$-221,401
Value of net assets at end of year (total assets less liabilities)2023-03-31$3,573,020
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$3,794,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$0
Assets. partnership/joint venture interests at beginning of year2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$3,050,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$3,182,678
Value of interest in pooled separate accounts at end of year2023-03-31$0
Value of interest in pooled separate accounts at beginning of year2023-03-31$0
Interest on participant loans2023-03-31$0
Income. Interest from loans (other than to participants)2023-03-31$0
Interest earned on other investments2023-03-31$3,341
Income. Interest from US Government securities2023-03-31$0
Income. Interest from corporate debt instruments2023-03-31$0
Value of interest in master investment trust accounts at end of year2023-03-31$0
Value of interest in master investment trust accounts at beginning of year2023-03-31$0
Value of interest in common/collective trusts at end of year2023-03-31$0
Value of interest in common/collective trusts at beginning of year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$522,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$611,694
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$0
Asset value of US Government securities at end of year2023-03-31$0
Asset value of US Government securities at beginning of year2023-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$0
Net investment gain/loss from pooled separate accounts2023-03-31$-218,004
Net investment gain or loss from common/collective trusts2023-03-31$0
Net gain/loss from 103.12 investment entities2023-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$128,355
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Income. Dividends from preferred stock2023-03-31$0
Income. Dividends from common stock2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$374,104
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$0
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$0
Aggregate carrying amount (costs) on sale of assets2023-03-31$0
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31EISNERAMPER LLP
Accountancy firm EIN2023-03-31871363769
2021 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$1,266,149
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$203,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$203,335
Expenses. Certain deemed distributions of participant loans2021-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$438,764
Value of total assets at end of year2021-03-31$3,288,258
Value of total assets at beginning of year2021-03-31$2,225,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$0
Total interest from all sources2021-03-31$5,796
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$300,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$250,562
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$14,964
Other income not declared elsewhere2021-03-31$845
Administrative expenses (other) incurred2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$1,062,814
Value of net assets at end of year (total assets less liabilities)2021-03-31$3,288,258
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$2,225,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$2,689,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$1,681,581
Interest on participant loans2021-03-31$0
Interest earned on other investments2021-03-31$5,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$598,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$543,863
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$0
Net investment gain/loss from pooled separate accounts2021-03-31$820,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$173,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$203,335
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-03-31721202445
2020 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$272,019
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$409,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$409,719
Expenses. Certain deemed distributions of participant loans2020-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$433,182
Value of total assets at end of year2020-03-31$2,225,444
Value of total assets at beginning of year2020-03-31$2,363,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$0
Total interest from all sources2020-03-31$7,719
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$300,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$254,243
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$21,798
Other income not declared elsewhere2020-03-31$0
Administrative expenses (other) incurred2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-137,700
Value of net assets at end of year (total assets less liabilities)2020-03-31$2,225,444
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$2,363,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$1,681,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$1,749,145
Interest on participant loans2020-03-31$0
Interest earned on other investments2020-03-31$7,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$543,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$613,999
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$0
Net investment gain/loss from pooled separate accounts2020-03-31$-168,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31Yes
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$157,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$409,719
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-03-31721202445
2019 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$482,264
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$358,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$358,608
Expenses. Certain deemed distributions of participant loans2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$408,146
Value of total assets at end of year2019-03-31$2,363,144
Value of total assets at beginning of year2019-03-31$2,239,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$0
Total interest from all sources2019-03-31$7,800
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$300,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$253,868
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$0
Other income not declared elsewhere2019-03-31$0
Administrative expenses (other) incurred2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$123,656
Value of net assets at end of year (total assets less liabilities)2019-03-31$2,363,144
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$2,239,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$1,749,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$1,562,312
Interest on participant loans2019-03-31$0
Interest earned on other investments2019-03-31$7,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$613,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$677,176
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$0
Net investment gain/loss from pooled separate accounts2019-03-31$66,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$154,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$358,608
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2019-03-31720136870
2018 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$510,598
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$556,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$556,014
Expenses. Certain deemed distributions of participant loans2018-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$358,420
Value of total assets at end of year2018-03-31$2,239,488
Value of total assets at beginning of year2018-03-31$2,284,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$0
Total interest from all sources2018-03-31$7,991
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$199,392
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$221,213
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$0
Other income not declared elsewhere2018-03-31$0
Administrative expenses (other) incurred2018-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-45,416
Value of net assets at end of year (total assets less liabilities)2018-03-31$2,239,488
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$2,284,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,562,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$1,471,627
Interest on participant loans2018-03-31$0
Interest earned on other investments2018-03-31$7,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$677,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$813,277
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$0
Net investment gain/loss from pooled separate accounts2018-03-31$144,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$137,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$556,014
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31BOURGEOIS BENNETT
Accountancy firm EIN2018-03-31720136870
2017 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$558,269
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$267,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$267,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$381,510
Value of total assets at end of year2017-03-31$2,284,904
Value of total assets at beginning of year2017-03-31$1,993,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$0
Total interest from all sources2017-03-31$8,003
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$199,392
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$226,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$290,985
Value of net assets at end of year (total assets less liabilities)2017-03-31$2,284,904
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$1,993,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$1,471,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$1,236,507
Interest on participant loans2017-03-31$8,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$813,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$757,412
Net investment gain/loss from pooled separate accounts2017-03-31$168,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$154,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$267,284
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31BOURGEOIS BENNETT
Accountancy firm EIN2017-03-31720136870
2016 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$334,112
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$209,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$208,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$364,669
Value of total assets at end of year2016-03-31$1,993,919
Value of total assets at beginning of year2016-03-31$1,869,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$769
Total interest from all sources2016-03-31$7,703
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$199,392
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$208,207
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$8,596
Administrative expenses (other) incurred2016-03-31$769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$124,366
Value of net assets at end of year (total assets less liabilities)2016-03-31$1,993,919
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,869,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$1,236,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$1,115,335
Interest earned on other investments2016-03-31$7,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$757,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$754,218
Net investment gain/loss from pooled separate accounts2016-03-31$-38,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$147,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$208,977
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31BOURGEOIS BENNETT
Accountancy firm EIN2016-03-31720136870
2015 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$419,390
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$428,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$427,594
Expenses. Certain deemed distributions of participant loans2015-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$342,997
Value of total assets at end of year2015-03-31$1,869,553
Value of total assets at beginning of year2015-03-31$1,879,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,354
Total interest from all sources2015-03-31$8,381
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$100,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$198,223
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$10,921
Other income not declared elsewhere2015-03-31$0
Administrative expenses (other) incurred2015-03-31$1,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-9,558
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,869,553
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,879,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$1,115,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$1,038,415
Interest on participant loans2015-03-31$0
Interest earned on other investments2015-03-31$8,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$754,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$840,696
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$0
Net investment gain/loss from pooled separate accounts2015-03-31$68,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$133,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$427,594
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31BOURGEOIS BENNETT
Accountancy firm EIN2015-03-31720136870
2014 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$555,995
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$663,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$656,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$405,109
Value of total assets at end of year2014-03-31$1,879,111
Value of total assets at beginning of year2014-03-31$1,986,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$6,688
Total interest from all sources2014-03-31$9,874
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$100,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$225,880
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$32,856
Other income not declared elsewhere2014-03-31$2
Administrative expenses (other) incurred2014-03-31$6,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Income. Non cash contributions2014-03-31$0
Value of net income/loss2014-03-31$-107,645
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,879,111
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,986,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$1,038,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$921,300
Interest on participant loans2014-03-31$0
Interest earned on other investments2014-03-31$9,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$840,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$1,065,456
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$0
Net investment gain/loss from pooled separate accounts2014-03-31$141,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$146,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$656,952
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31BOURGEOIS BENNETT
Accountancy firm EIN2014-03-31720136870
2013 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2013 401k financial data
Total income from all sources (including contributions)2013-03-31$517,472
Total of all expenses incurred2013-03-31$201,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$194,644
Expenses. Certain deemed distributions of participant loans2013-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$414,362
Value of total assets at end of year2013-03-31$1,986,756
Value of total assets at beginning of year2013-03-31$1,670,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$6,455
Total interest from all sources2013-03-31$14,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$100,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$240,011
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$13,021
Other income not declared elsewhere2013-03-31$2,124
Administrative expenses (other) incurred2013-03-31$6,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Income. Non cash contributions2013-03-31$0
Value of net income/loss2013-03-31$316,373
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,986,756
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,670,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$921,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$843,060
Interest on participant loans2013-03-31$0
Interest earned on other investments2013-03-31$14,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$1,065,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$827,323
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$86,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$161,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$194,644
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31BOURGEOIS BENNETT
Accountancy firm EIN2013-03-31720136870
2012 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2012 401k financial data
Total income from all sources (including contributions)2012-03-31$533,892
Total of all expenses incurred2012-03-31$97,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$90,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$486,679
Value of total assets at end of year2012-03-31$1,670,383
Value of total assets at beginning of year2012-03-31$1,234,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$7,360
Total interest from all sources2012-03-31$13,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$246,132
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$88,173
Other income not declared elsewhere2012-03-31$5,407
Administrative expenses (other) incurred2012-03-31$7,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$436,177
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,670,383
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,234,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$843,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$699,979
Interest earned on other investments2012-03-31$13,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$827,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$534,227
Net investment gain/loss from pooled separate accounts2012-03-31$27,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$152,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$90,355
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31BOURGEOIS BENNETT
Accountancy firm EIN2012-03-31720136870
2011 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$390,286
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$51,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$49,163
Expenses. Certain deemed distributions of participant loans2011-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$324,801
Value of total assets at end of year2011-03-31$1,107,644
Value of total assets at beginning of year2011-03-31$769,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$2,795
Total interest from all sources2011-03-31$11,512
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$208,674
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$0
Administrative expenses (other) incurred2011-03-31$2,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$338,328
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,107,644
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$769,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$579,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$367,370
Interest on participant loans2011-03-31$0
Interest earned on other investments2011-03-31$11,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$528,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$401,946
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$0
Net investment gain/loss from pooled separate accounts2011-03-31$53,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$116,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$49,163
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31BOURGEOIS BENNETT
Accountancy firm EIN2011-03-31720136870
2010 : 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC

2023: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Submission has been amendedNo
2023-04-01This submission is the final filingNo
2023-04-01This return/report is a short plan year return/report (less than 12 months)No
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan benefit arrangement – InsuranceYes
2022: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2020: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2012: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: 403B THRIFT PLAN OF THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS INC 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered146
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,161
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered233
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,188
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3188
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered225
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,366
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1366
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered213
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,367
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1367
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered168
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,570
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1570
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered162
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $420
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees420
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered141
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of fees paid to insurance companyUSD $1,570
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1570
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered141
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $757
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees757
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 2
Insurance contract or identification number005817H
Number of Individuals Covered145
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of fees paid to insurance companyUSD $632
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered136
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of fees paid to insurance companyUSD $632
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered157
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $178
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameEILEEN GETTYS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered156
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $208
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005817H
Policy instance 1
Insurance contract or identification number005817H
Number of Individuals Covered149
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $366
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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