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403B THRIFT PLAN OF THE ARC OF MAUI 401k Plan overview

Plan Name403B THRIFT PLAN OF THE ARC OF MAUI
Plan identification number 001

403B THRIFT PLAN OF THE ARC OF MAUI Benefits

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

THE ARC OF MAUI has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF MAUI
Employer identification number (EIN):990109804
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF THE ARC OF MAUI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01NANCY PIANO
0012016-07-01NANCY SEGUNDO NANCY SEGUNDO2018-04-09
0012015-07-01NANCY SEGUNDO
0012014-07-01NANCY SEGUNDO
0012013-07-01NANCY SEGUNDO NANCY SEGUNDO2015-04-14
0012012-07-01AUDREY MCGAULEY AUDREY MCGAULEY2014-03-25
0012011-07-01AUDREY MCGAULEY AUDREY MCGAULEY2013-04-08
0012010-07-01AUDREY MCGAULEY AUDREY MCGAULEY2012-03-27
0012009-07-01AUDREY MCGAULEY AUDREY MCGAULEY2011-03-10
0012008-07-01

Plan Statistics for 403B THRIFT PLAN OF THE ARC OF MAUI

401k plan membership statisitcs for 403B THRIFT PLAN OF THE ARC OF MAUI

Measure Date Value
2022: 403B THRIFT PLAN OF THE ARC OF MAUI 2022 401k membership
Total participants, beginning-of-year2022-07-01120
Total number of active participants reported on line 7a of the Form 55002022-07-0197
Number of retired or separated participants receiving benefits2022-07-016
Number of other retired or separated participants entitled to future benefits2022-07-0125
Total of all active and inactive participants2022-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01128
Number of participants with account balances2022-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: 403B THRIFT PLAN OF THE ARC OF MAUI 2021 401k membership
Total participants, beginning-of-year2021-07-01140
Total number of active participants reported on line 7a of the Form 55002021-07-0193
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0127
Total of all active and inactive participants2021-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01120
Number of participants with account balances2021-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403B THRIFT PLAN OF THE ARC OF MAUI 2020 401k membership
Total participants, beginning-of-year2020-07-01152
Total number of active participants reported on line 7a of the Form 55002020-07-01117
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0123
Total of all active and inactive participants2020-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01140
Number of participants with account balances2020-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403B THRIFT PLAN OF THE ARC OF MAUI 2019 401k membership
Total participants, beginning-of-year2019-07-01175
Total number of active participants reported on line 7a of the Form 55002019-07-01131
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0121
Total of all active and inactive participants2019-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01152
Number of participants with account balances2019-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403B THRIFT PLAN OF THE ARC OF MAUI 2018 401k membership
Total participants, beginning-of-year2018-07-01123
Total number of active participants reported on line 7a of the Form 55002018-07-01159
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0116
Total of all active and inactive participants2018-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01175
Number of participants with account balances2018-07-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 403B THRIFT PLAN OF THE ARC OF MAUI 2017 401k membership
Total participants, beginning-of-year2017-07-01136
Total number of active participants reported on line 7a of the Form 55002017-07-01139
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0112
Total of all active and inactive participants2017-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01151
Number of participants with account balances2017-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403B THRIFT PLAN OF THE ARC OF MAUI 2016 401k membership
Total participants, beginning-of-year2016-07-01131
Total number of active participants reported on line 7a of the Form 55002016-07-01136
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0113
Total of all active and inactive participants2016-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01149
Number of participants with account balances2016-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: 403B THRIFT PLAN OF THE ARC OF MAUI 2015 401k membership
Total participants, beginning-of-year2015-07-0155
Total number of active participants reported on line 7a of the Form 55002015-07-01122
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-019
Total of all active and inactive participants2015-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01131
Number of participants with account balances2015-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: 403B THRIFT PLAN OF THE ARC OF MAUI 2014 401k membership
Total participants, beginning-of-year2014-07-01136
Total number of active participants reported on line 7a of the Form 55002014-07-01125
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-018
Total of all active and inactive participants2014-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01134
Number of participants with account balances2014-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: 403B THRIFT PLAN OF THE ARC OF MAUI 2013 401k membership
Total participants, beginning-of-year2013-07-01122
Total number of active participants reported on line 7a of the Form 55002013-07-01128
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-017
Total of all active and inactive participants2013-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01136
Number of participants with account balances2013-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403B THRIFT PLAN OF THE ARC OF MAUI 2012 401k membership
Total participants, beginning-of-year2012-07-01127
Total number of active participants reported on line 7a of the Form 55002012-07-01118
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01122
Number of participants with account balances2012-07-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403B THRIFT PLAN OF THE ARC OF MAUI 2011 401k membership
Total participants, beginning-of-year2011-07-01125
Total number of active participants reported on line 7a of the Form 55002011-07-01124
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01127
Number of participants with account balances2011-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: 403B THRIFT PLAN OF THE ARC OF MAUI 2010 401k membership
Total participants, beginning-of-year2010-07-01129
Total number of active participants reported on line 7a of the Form 55002010-07-01122
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-013
Total of all active and inactive participants2010-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01125
Number of participants with account balances2010-07-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: 403B THRIFT PLAN OF THE ARC OF MAUI 2009 401k membership
Total participants, beginning-of-year2009-07-01124
Total number of active participants reported on line 7a of the Form 55002009-07-01124
Number of retired or separated participants receiving benefits2009-07-015
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01129
Number of participants with account balances2009-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on 403B THRIFT PLAN OF THE ARC OF MAUI

Measure Date Value
2023 : 403B THRIFT PLAN OF THE ARC OF MAUI 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$413,007
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$139,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$138,885
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$262,728
Value of total assets at end of year2023-06-30$2,307,946
Value of total assets at beginning of year2023-06-30$2,034,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$389
Total interest from all sources2023-06-30$20,388
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$250,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$157,021
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$21,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$1,233
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Administrative expenses (other) incurred2023-06-30$389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$273,733
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,307,946
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,034,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$1,058,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$892,367
Interest on participant loans2023-06-30$3,291
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$17,097
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,249,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,141,846
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$0
Net investment gain/loss from pooled separate accounts2023-06-30$129,891
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$84,156
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$137,652
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CW ASSOCIATES, CPAS
Accountancy firm EIN2023-06-30261655923
2022 : 403B THRIFT PLAN OF THE ARC OF MAUI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$106,522
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$60,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$59,328
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$256,560
Value of total assets at end of year2022-06-30$2,034,213
Value of total assets at beginning of year2022-06-30$1,987,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$885
Total interest from all sources2022-06-30$13,197
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$250,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$153,339
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$19,777
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$46,309
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,034,213
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,987,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$892,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$979,801
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$13,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,141,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,008,103
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-163,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$83,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$59,328
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30CARBONARO CPAS
Accountancy firm EIN2022-06-30990303190
2021 : 403B THRIFT PLAN OF THE ARC OF MAUI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$446,200
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$82,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$82,087
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$231,737
Value of total assets at end of year2021-06-30$1,987,903
Value of total assets at beginning of year2021-06-30$1,624,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$903
Total interest from all sources2021-06-30$15,381
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$150,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$152,399
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$363,210
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,987,903
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,624,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$979,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$666,687
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$15,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,008,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$958,006
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$199,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$79,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$82,087
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CARBONARO CPAS
Accountancy firm EIN2021-06-30990303190
2020 : 403B THRIFT PLAN OF THE ARC OF MAUI 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$297,803
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$22,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$21,528
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$254,774
Value of total assets at end of year2020-06-30$1,624,693
Value of total assets at beginning of year2020-06-30$1,349,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$866
Total interest from all sources2020-06-30$14,571
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$150,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$151,438
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$28,440
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$275,409
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,624,693
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,349,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$666,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$550,712
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$14,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$958,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$798,572
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$28,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$74,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$21,528
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CARBONARO CPAS
Accountancy firm EIN2020-06-30990303190
2019 : 403B THRIFT PLAN OF THE ARC OF MAUI 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$259,146
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$238,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$237,183
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$218,924
Value of total assets at end of year2019-06-30$1,349,284
Value of total assets at beginning of year2019-06-30$1,328,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$826
Total interest from all sources2019-06-30$11,905
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$150,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$147,178
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$21,137
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,349,284
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,328,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$550,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$642,654
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$11,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$798,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$685,493
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$28,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$71,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$237,183
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CARBONARO CPAS
Accountancy firm EIN2019-06-30990303190
2018 : 403B THRIFT PLAN OF THE ARC OF MAUI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$260,549
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$55,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$55,221
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$205,358
Value of total assets at end of year2018-06-30$1,328,147
Value of total assets at beginning of year2018-06-30$1,123,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$771
Total interest from all sources2018-06-30$8,867
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$150,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$122,438
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$15,903
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$204,557
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,328,147
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,123,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$642,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$515,527
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$8,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$685,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$608,063
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$46,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$67,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$55,221
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARBONARO CPAS
Accountancy firm EIN2018-06-30990303190
2017 : 403B THRIFT PLAN OF THE ARC OF MAUI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$222,059
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$140,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$139,952
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$152,073
Value of total assets at end of year2017-06-30$1,123,590
Value of total assets at beginning of year2017-06-30$1,042,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$747
Total interest from all sources2017-06-30$7,927
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$100,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$99,427
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$81,360
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,123,590
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,042,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$515,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$451,007
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$7,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$608,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$591,223
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$62,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$52,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$139,952
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARBONARO CPAS
Accountancy firm EIN2017-06-30990303190
2016 : 403B THRIFT PLAN OF THE ARC OF MAUI 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$207,040
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$142,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$141,618
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$201,325
Value of total assets at end of year2016-06-30$1,042,230
Value of total assets at beginning of year2016-06-30$977,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$722
Total interest from all sources2016-06-30$8,039
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$100,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$86,697
Participant contributions at end of year2016-06-30$44,606
Participant contributions at beginning of year2016-06-30$53,787
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$67,000
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$64,700
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,042,230
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$977,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$451,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$400,067
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$8,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$546,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$523,676
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-2,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$47,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$141,618
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARBONARO DEMICHELE CPAS
Accountancy firm EIN2016-06-30990303190
2015 : 403B THRIFT PLAN OF THE ARC OF MAUI 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$139,023
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$57,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$57,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$120,226
Value of total assets at end of year2015-06-30$977,530
Value of total assets at beginning of year2015-06-30$896,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$6,854
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$750,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$75,019
Participant contributions at end of year2015-06-30$53,788
Participant contributions at beginning of year2015-06-30$41,145
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$81,387
Value of net assets at end of year (total assets less liabilities)2015-06-30$977,530
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$896,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$523,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$418,834
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$6,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$400,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$436,164
Net investment gain/loss from pooled separate accounts2015-06-30$11,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$45,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$57,636
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARBONARO DEMICHELE CPAS
Accountancy firm EIN2015-06-30990303190
2014 : 403B THRIFT PLAN OF THE ARC OF MAUI 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$186,551
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$49,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$49,312
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$116,386
Value of total assets at end of year2014-06-30$896,143
Value of total assets at beginning of year2014-06-30$758,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$5,880
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$75,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$74,478
Participant contributions at end of year2014-06-30$41,145
Participant contributions at beginning of year2014-06-30$58,681
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$137,239
Value of net assets at end of year (total assets less liabilities)2014-06-30$896,143
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$758,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$418,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$329,938
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$5,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$436,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$370,285
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$64,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$41,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$49,312
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARBONARO DEMICHELE CPAS
Accountancy firm EIN2014-06-30990303190
2013 : 403B THRIFT PLAN OF THE ARC OF MAUI 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$185,438
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$106,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$106,663
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$111,406
Value of total assets at end of year2013-06-30$758,904
Value of total assets at beginning of year2013-06-30$680,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$7,025
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$100,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$67,654
Participant contributions at end of year2013-06-30$45,074
Participant contributions at beginning of year2013-06-30$25,346
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$27,304
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$78,775
Value of net assets at end of year (total assets less liabilities)2013-06-30$758,904
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$680,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$329,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$270,391
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$7,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$383,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$384,292
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$39,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$43,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$106,663
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARBONARO DEMICHELE CPAS
Accountancy firm EIN2013-06-30990303190
2012 : 403B THRIFT PLAN OF THE ARC OF MAUI 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$110,586
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$15,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$15,239
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$102,443
Value of total assets at end of year2012-06-30$680,029
Value of total assets at beginning of year2012-06-30$584,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$8,451
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$50,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$58,492
Participant contributions at end of year2012-06-30$35,346
Participant contributions at beginning of year2012-06-30$24,193
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$95,347
Value of net assets at end of year (total assets less liabilities)2012-06-30$680,029
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$584,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$270,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$248,329
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$8,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$374,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$312,160
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$43,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$15,239
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARBONARO DEMICHELE CPAS
Accountancy firm EIN2012-06-30990303190
2011 : 403B THRIFT PLAN OF THE ARC OF MAUI 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$230,936
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$132,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$132,705
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$176,632
Value of total assets at end of year2011-06-30$584,682
Value of total assets at beginning of year2011-06-30$486,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$8,235
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$50,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$54,941
Participant contributions at end of year2011-06-30$24,193
Participant contributions at beginning of year2011-06-30$51,903
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$80,779
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$98,231
Value of net assets at end of year (total assets less liabilities)2011-06-30$584,682
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$486,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$248,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$163,508
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$8,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$312,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$271,040
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$46,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$40,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$132,705
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARBONARO DEMICHELE CPAS
Accountancy firm EIN2011-06-30990303190
2010 : 403B THRIFT PLAN OF THE ARC OF MAUI 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403B THRIFT PLAN OF THE ARC OF MAUI

2022: 403B THRIFT PLAN OF THE ARC OF MAUI 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: 403B THRIFT PLAN OF THE ARC OF MAUI 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403B THRIFT PLAN OF THE ARC OF MAUI 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403B THRIFT PLAN OF THE ARC OF MAUI 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403B THRIFT PLAN OF THE ARC OF MAUI 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403B THRIFT PLAN OF THE ARC OF MAUI 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403B THRIFT PLAN OF THE ARC OF MAUI 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403B THRIFT PLAN OF THE ARC OF MAUI 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403B THRIFT PLAN OF THE ARC OF MAUI 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403B THRIFT PLAN OF THE ARC OF MAUI 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403B THRIFT PLAN OF THE ARC OF MAUI 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403B THRIFT PLAN OF THE ARC OF MAUI 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403B THRIFT PLAN OF THE ARC OF MAUI 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403B THRIFT PLAN OF THE ARC OF MAUI 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: 403B THRIFT PLAN OF THE ARC OF MAUI 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017178E
Policy instance 1
Insurance contract or identification number017178E
Number of Individuals Covered128
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017178E
Policy instance 1
Insurance contract or identification number017178E
Number of Individuals Covered74
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $459
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees459
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017178E
Policy instance 1
Insurance contract or identification number017178E
Number of Individuals Covered69
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $459
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees459
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017178E
Policy instance 1
Insurance contract or identification number017178E
Number of Individuals Covered66
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $636
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees636
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017178E
Policy instance 1
Insurance contract or identification number017178E
Number of Individuals Covered64
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $400
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees400
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017178E
Policy instance 1
Insurance contract or identification number017178E
Number of Individuals Covered60
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $497
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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