JEWISH FAMILY SERVICE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEWISH FAMILY SERVICE THRIFT PLAN
| Measure | Date | Value |
|---|
| 2018: JEWISH FAMILY SERVICE THRIFT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 67 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
| Total of all active and inactive participants | 2018-01-01 | 86 |
| Total participants | 2018-01-01 | 86 |
| Number of participants with account balances | 2018-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
| 2017: JEWISH FAMILY SERVICE THRIFT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 65 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
| Total of all active and inactive participants | 2017-01-01 | 79 |
| Total participants | 2017-01-01 | 79 |
| Number of participants with account balances | 2017-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: JEWISH FAMILY SERVICE THRIFT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 69 |
| Number of participants with account balances | 2016-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JEWISH FAMILY SERVICE THRIFT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 71 |
| Number of participants with account balances | 2015-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: JEWISH FAMILY SERVICE THRIFT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 61 |
| Number of participants with account balances | 2014-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: JEWISH FAMILY SERVICE THRIFT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 60 |
| Number of participants with account balances | 2013-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JEWISH FAMILY SERVICE THRIFT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 47 |
| Number of participants with account balances | 2012-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JEWISH FAMILY SERVICE THRIFT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 38 |
| Number of participants with account balances | 2011-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: JEWISH FAMILY SERVICE THRIFT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 35 |
| Total participants | 2010-01-01 | 35 |
| Number of participants with account balances | 2010-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: JEWISH FAMILY SERVICE THRIFT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 47 |
| Number of participants with account balances | 2009-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2007: JEWISH FAMILY SERVICE THRIFT PLAN 2007 401k membership |
|---|
| Total of all active and inactive participants | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : JEWISH FAMILY SERVICE THRIFT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $110,916 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $53,166 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $50,611 |
| Total plan assets at end of year | 2018-12-31 | $2,014,059 |
| Total plan assets at beginning of year | 2018-12-31 | $1,956,309 |
| Total contributions received or receivable from participants | 2018-12-31 | $100,874 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-98,117 |
| Net income (gross income less expenses) | 2018-12-31 | $57,750 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,014,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,956,309 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $108,159 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,555 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : JEWISH FAMILY SERVICE THRIFT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $373,985 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $18,831 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $16,630 |
| Total plan assets at end of year | 2017-12-31 | $1,956,309 |
| Total plan assets at beginning of year | 2017-12-31 | $1,601,155 |
| Total contributions received or receivable from participants | 2017-12-31 | $95,315 |
| Other income received | 2017-12-31 | $183,619 |
| Net income (gross income less expenses) | 2017-12-31 | $355,154 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,956,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,601,155 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $95,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,201 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JEWISH FAMILY SERVICE THRIFT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $278,496 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $140,571 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $138,747 |
| Total plan assets at end of year | 2016-12-31 | $1,601,155 |
| Total plan assets at beginning of year | 2016-12-31 | $1,463,230 |
| Total contributions received or receivable from participants | 2016-12-31 | $90,626 |
| Other income received | 2016-12-31 | $103,214 |
| Net income (gross income less expenses) | 2016-12-31 | $137,925 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,601,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,463,230 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $84,656 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,824 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : JEWISH FAMILY SERVICE THRIFT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $159,414 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $44,948 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $43,296 |
| Total plan assets at end of year | 2015-12-31 | $1,463,230 |
| Total plan assets at beginning of year | 2015-12-31 | $1,348,764 |
| Total contributions received or receivable from participants | 2015-12-31 | $82,306 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-1,317 |
| Net income (gross income less expenses) | 2015-12-31 | $114,466 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,463,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,348,764 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $78,425 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,652 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JEWISH FAMILY SERVICE THRIFT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $203,580 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,542 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,047 |
| Total plan assets at end of year | 2014-12-31 | $1,348,764 |
| Total plan assets at beginning of year | 2014-12-31 | $1,153,726 |
| Total contributions received or receivable from participants | 2014-12-31 | $74,373 |
| Other income received | 2014-12-31 | $52,549 |
| Noncash contributions received | 2014-12-31 | $2,579 |
| Net income (gross income less expenses) | 2014-12-31 | $195,038 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,348,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,153,726 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $74,079 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,495 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : JEWISH FAMILY SERVICE THRIFT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $289,717 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $117,793 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $116,500 |
| Total plan assets at end of year | 2013-12-31 | $1,153,726 |
| Total plan assets at beginning of year | 2013-12-31 | $981,802 |
| Total contributions received or receivable from participants | 2013-12-31 | $65,656 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $30,221 |
| Other income received | 2013-12-31 | $126,790 |
| Net income (gross income less expenses) | 2013-12-31 | $171,924 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,153,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $981,802 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $67,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,293 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JEWISH FAMILY SERVICE THRIFT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $194,019 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $44,839 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $43,706 |
| Total plan assets at end of year | 2012-12-31 | $981,802 |
| Total plan assets at beginning of year | 2012-12-31 | $832,622 |
| Total contributions received or receivable from participants | 2012-12-31 | $60,494 |
| Other income received | 2012-12-31 | $72,836 |
| Net income (gross income less expenses) | 2012-12-31 | $149,180 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $981,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $832,622 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $60,689 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,133 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JEWISH FAMILY SERVICE THRIFT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $102,769 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $58,366 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $57,372 |
| Total plan assets at end of year | 2011-12-31 | $832,622 |
| Total plan assets at beginning of year | 2011-12-31 | $788,219 |
| Total contributions received or receivable from participants | 2011-12-31 | $54,110 |
| Other income received | 2011-12-31 | $-4,993 |
| Net income (gross income less expenses) | 2011-12-31 | $44,403 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $832,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $788,219 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $53,652 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $994 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JEWISH FAMILY SERVICE THRIFT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $158,682 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,542 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,925 |
| Total plan assets at end of year | 2010-12-31 | $788,219 |
| Total plan assets at beginning of year | 2010-12-31 | $655,079 |
| Total contributions received or receivable from participants | 2010-12-31 | $48,066 |
| Other income received | 2010-12-31 | $61,808 |
| Net income (gross income less expenses) | 2010-12-31 | $133,140 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $788,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $655,079 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $48,808 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $617 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JEWISH FAMILY SERVICE THRIFT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2018: JEWISH FAMILY SERVICE THRIFT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: JEWISH FAMILY SERVICE THRIFT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: JEWISH FAMILY SERVICE THRIFT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: JEWISH FAMILY SERVICE THRIFT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: JEWISH FAMILY SERVICE THRIFT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: JEWISH FAMILY SERVICE THRIFT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: JEWISH FAMILY SERVICE THRIFT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: JEWISH FAMILY SERVICE THRIFT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: JEWISH FAMILY SERVICE THRIFT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: JEWISH FAMILY SERVICE THRIFT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: JEWISH FAMILY SERVICE THRIFT PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,607 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,957 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 0 |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,077 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,874 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMPENSAITON | | Insurance broker organization code? | 3 | | Insurance broker name | HRNCIR, KL |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,108 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,935 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MD GILBRIDE |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,602 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,470 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | B SHAUGHNESY |
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| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,071 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,886 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | B SHAUGHNESY |
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| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,433 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,292 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MD GILBRIDE |
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| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,485 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 40865 |
| Policy instance | 1 |
| Insurance contract or identification number | 40865 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,292 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,151 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MD GILBRIDE |
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