401k Plan data: EASTER SEALS OF SAN ANTONIO 401(K) PLAN plan

EASTER SEALS OF SAN ANTONIO 401(K) PLAN 401k Plan overview

Plan Name	EASTER SEALS OF SAN ANTONIO 401(K) PLAN
Plan identification number	002

EASTER SEALS OF SAN ANTONIO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EASTER SEALS REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name: EASTER SEALS REHABILITATION CENTER

Employer identification number (EIN): 741653179

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS OF SAN ANTONIO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01
002 2021-09-01
002 2020-09-01
002 2019-09-01
002 2018-09-01
002 2017-09-01
002 2017-05-01 LOU MANGOLD LOU MANGOLD 2017-11-16

Plan Statistics for EASTER SEALS OF SAN ANTONIO 401(K) PLAN

401k plan membership statisitcs for EASTER SEALS OF SAN ANTONIO 401(K) PLAN

Measure Date Value
2022: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 211
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 195
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 31
Total of all active and inactive participants 2022-09-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 226
Number of participants with account balances 2022-09-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 192
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 190
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 21
Total of all active and inactive participants 2021-09-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 211
Number of participants with account balances 2021-09-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 192
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 169
Number of retired or separated participants receiving benefits 2020-09-01 1
Number of other retired or separated participants entitled to future benefits 2020-09-01 18
Total of all active and inactive participants 2020-09-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 188
Number of participants with account balances 2020-09-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 183
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 176
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 6
Total of all active and inactive participants 2019-09-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 182
Number of participants with account balances 2019-09-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 176
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 175
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 5
Total of all active and inactive participants 2018-09-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 180
Number of participants with account balances 2018-09-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 174
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 2
Total of all active and inactive participants 2017-09-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 176
Number of participants with account balances 2017-09-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
Total participants, beginning-of-year 2017-05-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 164
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 3
Total of all active and inactive participants 2017-05-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 167
Number of participants with account balances 2017-05-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0

Measure	Date	Value
2022: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	211
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	195
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	31
Total of all active and inactive participants	2022-09-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	226
Number of participants with account balances	2022-09-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	192
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	190
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	21
Total of all active and inactive participants	2021-09-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	211
Number of participants with account balances	2021-09-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	192
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	169
Number of retired or separated participants receiving benefits	2020-09-01	1
Number of other retired or separated participants entitled to future benefits	2020-09-01	18
Total of all active and inactive participants	2020-09-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	188
Number of participants with account balances	2020-09-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	183
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	176
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	6
Total of all active and inactive participants	2019-09-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	182
Number of participants with account balances	2019-09-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	176
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	175
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	5
Total of all active and inactive participants	2018-09-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	180
Number of participants with account balances	2018-09-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	174
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	2
Total of all active and inactive participants	2017-09-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	176
Number of participants with account balances	2017-09-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
Total participants, beginning-of-year	2017-05-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	164
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	3
Total of all active and inactive participants	2017-05-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	167
Number of participants with account balances	2017-05-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0

Financial Data on EASTER SEALS OF SAN ANTONIO 401(K) PLAN

Measure	Date	Value
2023 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$928,742
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$84,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$45,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$469,270
Value of total assets at end of year	2023-08-31	$5,416,040
Value of total assets at beginning of year	2023-08-31	$4,572,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$39,150
Total interest from all sources	2023-08-31	$1,976
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$386,534
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$82,736
Assets. Loans (other than to participants) at end of year	2023-08-31	$43,997
Assets. Loans (other than to participants) at beginning of year	2023-08-31	$14,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$843,868
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$5,416,040
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$4,572,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Investment advisory and management fees	2023-08-31	$25,563
Value of interest in pooled separate accounts at end of year	2023-08-31	$5,372,043
Value of interest in pooled separate accounts at beginning of year	2023-08-31	$4,557,569
Income. Interest from loans (other than to participants)	2023-08-31	$1,976
Net investment gain/loss from pooled separate accounts	2023-08-31	$457,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$45,724
Contract administrator fees	2023-08-31	$13,587
Did the plan have assets held for investment	2023-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Opinion of an independent qualified public accountant for this plan	2023-08-31	Qualified
Accountancy firm name	2023-08-31	LOWREY, PWWELL, STEVENS & MANGUM
Accountancy firm EIN	2023-08-31	742558863
2022 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-403,348
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$777,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$726,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$392,468
Value of total assets at end of year	2022-08-31	$4,572,172
Value of total assets at beginning of year	2022-08-31	$5,753,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$51,173
Total interest from all sources	2022-08-31	$463
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$392,468
Assets. Loans (other than to participants) at end of year	2022-08-31	$14,603
Assets. Loans (other than to participants) at beginning of year	2022-08-31	$7,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-1,180,879
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$4,572,172
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$5,753,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Investment advisory and management fees	2022-08-31	$33,059
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$0
Value of interest in pooled separate accounts at end of year	2022-08-31	$4,557,569
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$5,745,692
Income. Interest from loans (other than to participants)	2022-08-31	$463
Net investment gain/loss from pooled separate accounts	2022-08-31	$-796,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$726,358
Contract administrator fees	2022-08-31	$18,114
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Qualified
Accountancy firm name	2022-08-31	CUNDIFF, ROGERS & SOLT, P.C.
Accountancy firm EIN	2022-08-31	742517804
2021 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$1,416,847
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$733,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$666,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$353,768
Value of total assets at end of year	2021-08-31	$5,753,051
Value of total assets at beginning of year	2021-08-31	$5,069,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$67,489
Total interest from all sources	2021-08-31	$518
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$353,768
Assets. Loans (other than to participants) at end of year	2021-08-31	$7,359
Assets. Loans (other than to participants) at beginning of year	2021-08-31	$15,305
Administrative expenses (other) incurred	2021-08-31	$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$683,356
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$5,753,051
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$5,069,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Investment advisory and management fees	2021-08-31	$36,613
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$5,054,390
Value of interest in pooled separate accounts at end of year	2021-08-31	$5,745,692
Value of interest in pooled separate accounts at beginning of year	2021-08-31	$0
Interest on participant loans	2021-08-31	$518
Net investment gain/loss from pooled separate accounts	2021-08-31	$1,062,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$666,002
Contract administrator fees	2021-08-31	$30,725
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Qualified
Accountancy firm name	2021-08-31	CUNDIFF, ROGERS & SOLT, P.C.
Accountancy firm EIN	2021-08-31	742517804
2020 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$946,373
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$157,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$92,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$384,473
Value of total assets at end of year	2020-08-31	$5,069,695
Value of total assets at beginning of year	2020-08-31	$4,281,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$65,488
Total interest from all sources	2020-08-31	$1,615
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$384,473
Participant contributions at end of year	2020-08-31	$15,305
Participant contributions at beginning of year	2020-08-31	$35,726
Total non interest bearing cash at end of year	2020-08-31	$0
Total non interest bearing cash at beginning of year	2020-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$788,677
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$5,069,695
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$4,281,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Investment advisory and management fees	2020-08-31	$30,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$5,054,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$4,245,292
Interest on participant loans	2020-08-31	$1,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$560,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$92,208
Contract administrator fees	2020-08-31	$35,233
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	CUNDIFF, ROGERS & SOLT, P.C.
Accountancy firm EIN	2020-08-31	742517804
2019 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$471,906
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$248,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$185,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$360,046
Value of total assets at end of year	2019-08-31	$4,281,018
Value of total assets at beginning of year	2019-08-31	$4,057,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$62,531
Total interest from all sources	2019-08-31	$2,036
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Administrative expenses professional fees incurred	2019-08-31	$8,551
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$360,046
Participant contributions at end of year	2019-08-31	$35,726
Participant contributions at beginning of year	2019-08-31	$38,620
Administrative expenses (other) incurred	2019-08-31	$26,043
Total non interest bearing cash at end of year	2019-08-31	$0
Total non interest bearing cash at beginning of year	2019-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$223,442
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$4,281,018
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$4,057,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Investment advisory and management fees	2019-08-31	$27,937
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$4,245,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$4,018,956
Interest on participant loans	2019-08-31	$2,036
Net investment gain/loss from pooled separate accounts	2019-08-31	$109,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$185,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-08-31	No
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	CUNDIFF, ROGERS & SOLT, P.C.
Accountancy firm EIN	2019-08-31	742517804
2018 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-08-31	$830,292
Total of all expenses incurred	2018-08-31	$187,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$127,895
Expenses. Certain deemed distributions of participant loans	2018-08-31	$2,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$513,876
Value of total assets at end of year	2018-08-31	$4,057,576
Value of total assets at beginning of year	2018-08-31	$3,414,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$56,492
Total interest from all sources	2018-08-31	$1,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Administrative expenses professional fees incurred	2018-08-31	$8,135
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$310,971
Participant contributions at end of year	2018-08-31	$38,620
Participant contributions at beginning of year	2018-08-31	$24,414
Participant contributions at beginning of year	2018-08-31	$88
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$202,905
Administrative expenses (other) incurred	2018-08-31	$23,802
Total non interest bearing cash at end of year	2018-08-31	$0
Total non interest bearing cash at beginning of year	2018-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$643,034
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$4,057,576
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$3,414,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$24,555
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$4,018,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$3,390,040
Interest on participant loans	2018-08-31	$1,557
Net investment gain/loss from pooled separate accounts	2018-08-31	$314,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$127,895
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	CUNDIFF, ROGERS & SOLT, P.C.
Accountancy firm EIN	2018-08-31	742517804
2017 : EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-08-31	$3,014,181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$458,879
Total of all expenses incurred	2017-08-31	$58,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$42,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$361,820
Value of total assets at end of year	2017-08-31	$3,414,542
Value of total assets at beginning of year	2017-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$16,071
Total interest from all sources	2017-08-31	$371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Administrative expenses professional fees incurred	2017-08-31	$2,118
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$94,052
Participant contributions at end of year	2017-08-31	$24,414
Participant contributions at end of year	2017-08-31	$88
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$267,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$0
Administrative expenses (other) incurred	2017-08-31	$13,953
Total non interest bearing cash at end of year	2017-08-31	$0
Total non interest bearing cash at beginning of year	2017-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$400,361
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$3,414,542
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$3,390,040
Interest on participant loans	2017-08-31	$371
Net investment gain/loss from pooled separate accounts	2017-08-31	$96,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$42,447
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No

Form 5500 Responses for EASTER SEALS OF SAN ANTONIO 401(K) PLAN

2022: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: EASTER SEALS OF SAN ANTONIO 401(K) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	First time form 5500 has been submitted	Yes
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129186

Policy instance

Insurance contract or identification number	129186
Number of Individuals Covered	142
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,168
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	3168
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129186

Policy instance

Insurance contract or identification number	129186
Number of Individuals Covered	0
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,335
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	3335
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION, AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129186

Policy instance

Insurance contract or identification number	129186
Number of Individuals Covered	113
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,832
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	5120
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129186

Policy instance

Insurance contract or identification number	129186
Number of Individuals Covered	114
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $2,263
Total amount of fees paid to insurance company	USD $9,556
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $1,326
Amount paid for insurance broker fees	4777
Additional information about fees paid to insurance broker	PARTICIPANT LOAN, DISTRIBUTION AND ADMINISTRATIVE FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129186

Policy instance

Insurance contract or identification number	129186
Number of Individuals Covered	115
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $2,064
Total amount of fees paid to insurance company	USD $8,779
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $2,064
Amount paid for insurance broker fees	8551
Additional information about fees paid to insurance broker	PARTICIPANT LOAN, DISTRIBUTION AND ADMINISTRATIVE FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129186

Policy instance

Insurance contract or identification number	129186
Number of Individuals Covered	108
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $4,137
Total amount of fees paid to insurance company	USD $8,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EASTER SEALS REHABILITATION CENTER
Employer identification number (EIN):	741653179
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services