Logo

AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 401k Plan overview

Plan NameAREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN
Plan identification number 001

AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC.
Employer identification number (EIN):043342213
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1996-11-04
Company Identification Number: 53895
Legal Registered Office Address: 33 NORTH MAIN ST

BRADFORD
United States of America (USA)
05033

More information about AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH LUNDBERG2024-10-10
0012022-01-01ELIZABETH LUNDBERG2023-10-13 ELIZABETH LUNDBERG2023-10-13
0012021-01-01AMY AUDSLEY2022-10-17 AMY AUDSLEY2022-10-17
0012020-01-01NAOMI QUENNEVILLE2021-10-15 NAOMI QUENNEVILLE2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01NAOMI QUENNEVILLE NAOMI QUENNEVILLE2018-10-12
0012016-01-01NAOMI MAY NAOMI MAY2017-10-12
0012015-01-01ROBERT GAY ROBERT GAY2016-10-13
0012014-01-01ROBERT GAY III ROBERT GAY III2015-10-14
0012013-01-01ROBERT GAY III ROBERT GAY III2014-10-15
0012012-01-01ROBERT GAY III ROBERT GAY III2013-10-15
0012011-01-01ROBERT GAY ROBERT GAY2012-10-15
0012010-01-01JASON RICHARDSON JASON RICHARDSON2011-10-18
0012009-01-01JASON RICHARDSON JASON RICHARDSON2010-10-15
0012009-01-01JASON RICHARDSON JASON RICHARDSON2010-10-19

Plan Statistics for AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN

401k plan membership statisitcs for AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN

Measure Date Value
2023: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01203
Total number of active participants reported on line 7a of the Form 55002023-01-01111
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0173
Total of all active and inactive participants2023-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01184
Number of participants with account balances2023-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01186
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01258
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01321
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01260
Total number of active participants reported on line 7a of the Form 55002020-01-01236
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01305
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01249
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01265
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01251
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01215
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01218
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01205
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01210
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01199
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01205
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01187
Number of participants with account balances2011-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-01106
2009: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01152
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01143
Number of participants with account balances2009-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN

Measure Date Value
2023 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,087,742
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,072,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,055,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,204,986
Value of total assets at end of year2023-12-31$8,780,272
Value of total assets at beginning of year2023-12-31$7,764,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$16,699
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$517,106
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,653,666
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$3,388,497
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$385,519
Administrative expenses (other) incurred2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,015,378
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,780,272
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,764,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,126,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,376,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$882,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$302,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,055,665
Contract administrator fees2023-12-31$16,699
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TSS FINANCIAL PARTNERS, LLP
Accountancy firm EIN2023-12-31991443496
2022 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,039,354
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$986,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$972,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,571,503
Value of total assets at end of year2022-12-31$7,764,894
Value of total assets at beginning of year2022-12-31$7,712,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,269
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$462,175
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,388,497
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,989,614
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$848,384
Administrative expenses (other) incurred2022-12-31$14,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$52,454
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,764,894
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,712,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,376,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,722,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-532,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$260,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$972,631
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS PC
Accountancy firm EIN2022-12-31020476956
2021 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,233,562
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,084,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,076,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$682,246
Value of total assets at end of year2021-12-31$7,712,440
Value of total assets at beginning of year2021-12-31$7,563,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,604
Total interest from all sources2021-12-31$126,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$154,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$154,843
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$370,230
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,989,614
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,090,427
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,219
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$149,036
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,712,440
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,563,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,722,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,472,977
Interest earned on other investments2021-12-31$126,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$270,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$215,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,076,922
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS PC
Accountancy firm EIN2021-12-31020476956
2020 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,325,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$203,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$201,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$704,291
Value of total assets at end of year2020-12-31$7,563,404
Value of total assets at beginning of year2020-12-31$6,440,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,292
Total interest from all sources2020-12-31$121,499
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$104,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$104,367
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$385,083
Participant contributions at beginning of year2020-12-31$6,737
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,090,427
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,711,791
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,168
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$77,421
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,122,475
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,563,404
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,440,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,472,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,718,346
Interest earned on other investments2020-12-31$121,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$395,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$238,040
Employer contributions (assets) at beginning of year2020-12-31$4,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$124,370
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TYLER, SIMMS & ST. SAUVEUR, CPA'S
Accountancy firm EIN2020-12-31020476956
2019 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,158,719
Total income from all sources (including contributions)2019-12-31$1,158,719
Total of all expenses incurred2019-12-31$368,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$366,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$366,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$604,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$604,201
Value of total assets at end of year2019-12-31$6,440,929
Value of total assets at end of year2019-12-31$6,440,929
Value of total assets at beginning of year2019-12-31$5,650,293
Value of total assets at beginning of year2019-12-31$5,650,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,225
Total interest from all sources2019-12-31$115,800
Total interest from all sources2019-12-31$115,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$101,000
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$101,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$377,275
Contributions received from participants2019-12-31$377,275
Participant contributions at end of year2019-12-31$6,737
Participant contributions at end of year2019-12-31$6,737
Participant contributions at beginning of year2019-12-31$9,921
Participant contributions at beginning of year2019-12-31$9,921
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,711,791
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,711,791
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,495,411
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,495,411
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,426
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$790,636
Value of net income/loss2019-12-31$790,636
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,440,929
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,440,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,650,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,650,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,225
Investment advisory and management fees2019-12-31$1,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,718,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,718,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,142,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,142,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$115,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$115,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$337,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$337,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,500
Contributions received in cash from employer2019-12-31$224,500
Employer contributions (assets) at end of year2019-12-31$4,055
Employer contributions (assets) at end of year2019-12-31$4,055
Employer contributions (assets) at beginning of year2019-12-31$2,451
Employer contributions (assets) at beginning of year2019-12-31$2,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$366,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$366,858
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm name2019-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2019-12-31020476956
Accountancy firm EIN2019-12-31020476956
2018 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$606,311
Total of all expenses incurred2018-12-31$183,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$183,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$614,302
Value of total assets at end of year2018-12-31$5,650,293
Value of total assets at beginning of year2018-12-31$5,227,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$242
Total interest from all sources2018-12-31$101,940
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$108,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$108,681
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$368,300
Participant contributions at end of year2018-12-31$9,921
Participant contributions at beginning of year2018-12-31$6,801
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,495,411
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,156,337
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$422,449
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,650,293
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,227,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$242
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,142,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,058,594
Interest earned on other investments2018-12-31$101,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-218,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$209,866
Employer contributions (assets) at end of year2018-12-31$2,451
Employer contributions (assets) at beginning of year2018-12-31$6,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$183,620
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2018-12-31020476956
2017 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$974,809
Total of all expenses incurred2017-12-31$217,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$216,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$574,597
Value of total assets at end of year2017-12-31$5,227,844
Value of total assets at beginning of year2017-12-31$4,470,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$797
Total interest from all sources2017-12-31$98,919
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$78,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$78,230
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$333,581
Participant contributions at end of year2017-12-31$6,801
Participant contributions at beginning of year2017-12-31$6,454
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,156,337
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,924,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$757,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,227,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,470,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$797
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,058,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,534,741
Interest earned on other investments2017-12-31$98,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$223,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$186,091
Employer contributions (assets) at end of year2017-12-31$6,112
Employer contributions (assets) at beginning of year2017-12-31$4,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$216,768
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2017-12-31020476956
2016 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$757,969
Total of all expenses incurred2016-12-31$171,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$169,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$567,486
Value of total assets at end of year2016-12-31$4,470,600
Value of total assets at beginning of year2016-12-31$3,884,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,617
Total interest from all sources2016-12-31$90,083
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,975
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$356,974
Participant contributions at end of year2016-12-31$6,454
Participant contributions at beginning of year2016-12-31$1,904
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,924,988
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,653,406
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$586,390
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,470,600
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,884,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,534,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,225,868
Interest earned on other investments2016-12-31$90,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$45,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$198,395
Employer contributions (assets) at end of year2016-12-31$4,417
Employer contributions (assets) at beginning of year2016-12-31$3,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$169,962
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2016-12-31020476956
2015 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$591,250
Total of all expenses incurred2015-12-31$80,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$80,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$513,237
Value of total assets at end of year2015-12-31$3,884,210
Value of total assets at beginning of year2015-12-31$3,373,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$165
Total interest from all sources2015-12-31$79,273
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$58,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$58,594
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$326,086
Participant contributions at end of year2015-12-31$1,904
Participant contributions at beginning of year2015-12-31$1,932
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,653,406
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,219,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10
Other income not declared elsewhere2015-12-31$-59,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$510,635
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,884,210
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,373,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$165
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,225,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,150,631
Interest earned on other investments2015-12-31$79,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$187,151
Employer contributions (assets) at end of year2015-12-31$3,025
Employer contributions (assets) at beginning of year2015-12-31$1,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$80,450
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2015-12-31020476956
2014 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,660
Total income from all sources (including contributions)2014-12-31$583,475
Total of all expenses incurred2014-12-31$12,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$452,582
Value of total assets at end of year2014-12-31$3,373,575
Value of total assets at beginning of year2014-12-31$2,806,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$140
Total interest from all sources2014-12-31$66,574
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$59,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$59,387
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$258,247
Participant contributions at end of year2014-12-31$1,932
Participant contributions at beginning of year2014-12-31$189
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,219,770
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,850,489
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$570,957
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,373,575
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,802,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,150,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$948,300
Interest earned on other investments2014-12-31$66,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$181,270
Employer contributions (assets) at end of year2014-12-31$1,232
Employer contributions (assets) at beginning of year2014-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,378
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,660
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2014-12-31020476956
2013 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,660
Total income from all sources (including contributions)2013-12-31$655,043
Total of all expenses incurred2013-12-31$152,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$423,348
Value of total assets at end of year2013-12-31$2,806,278
Value of total assets at beginning of year2013-12-31$2,300,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$151
Total interest from all sources2013-12-31$56,537
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$30,023
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$224,020
Participant contributions at end of year2013-12-31$189
Participant contributions at beginning of year2013-12-31$2,720
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,850,489
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,501,646
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$42,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,288
Administrative expenses (other) incurred2013-12-31$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$502,500
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,802,618
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,300,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$948,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$789,910
Interest earned on other investments2013-12-31$56,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$145,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$156,424
Employer contributions (assets) at end of year2013-12-31$12
Employer contributions (assets) at beginning of year2013-12-31$5,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,392
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,660
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2013-12-31020476956
2012 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$513,880
Total of all expenses incurred2012-12-31$53,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$372,315
Value of total assets at end of year2012-12-31$2,300,118
Value of total assets at beginning of year2012-12-31$1,839,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115
Total interest from all sources2012-12-31$45,486
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,354
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$207,846
Participant contributions at end of year2012-12-31$2,720
Participant contributions at beginning of year2012-12-31$8,067
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,501,646
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,192,132
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$460,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,300,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,839,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$115
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$789,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$625,062
Interest earned on other investments2012-12-31$45,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$83,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$146,972
Employer contributions (assets) at end of year2012-12-31$5,842
Employer contributions (assets) at beginning of year2012-12-31$14,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,260
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2012-12-31020476956
2011 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$418,833
Total of all expenses incurred2011-12-31$107,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$107,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$392,219
Value of total assets at end of year2011-12-31$1,839,613
Value of total assets at beginning of year2011-12-31$1,528,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$173
Total interest from all sources2011-12-31$39,424
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,061
Administrative expenses professional fees incurred2011-12-31$173
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$187,168
Participant contributions at end of year2011-12-31$8,067
Participant contributions at beginning of year2011-12-31$4,220
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,192,132
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$974,804
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$311,533
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,839,613
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,528,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$625,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$545,143
Interest earned on other investments2011-12-31$39,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$150,235
Employer contributions (assets) at end of year2011-12-31$14,352
Employer contributions (assets) at beginning of year2011-12-31$3,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$107,127
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2011-12-31020476956
2010 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$417,271
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$38,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$38,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$320,992
Value of total assets at end of year2010-12-31$1,528,080
Value of total assets at beginning of year2010-12-31$1,149,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$165
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$42,726
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$178,612
Participant contributions at end of year2010-12-31$4,220
Participant contributions at beginning of year2010-12-31$556
Assets. Other investments not covered elsewhere at end of year2010-12-31$974,804
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$740,230
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$378,888
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,528,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,149,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$545,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$402,372
Interest earned on other investments2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$53,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$138,211
Employer contributions (assets) at end of year2010-12-31$3,913
Employer contributions (assets) at beginning of year2010-12-31$6,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,218
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2010-12-31020476956
2009 : AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN

2023: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AREA RESOURCE FOR INDIVIDUALIZED SERVICES, INC. AND MEMBERS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 2
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDV. CONTRACTS
Policy instance 1
Insurance contract or identification numberINDV. CONTRACTS
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDV. CONTRACTS
Policy instance 1
Insurance contract or identification numberINDV. CONTRACTS
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDV. CONTRACTS
Policy instance 1
Insurance contract or identification numberINDV. CONTRACTS
Number of Individuals Covered182
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDV. CONTRACTS
Policy instance 1
Insurance contract or identification numberINDV. CONTRACTS
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered101
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,839
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,410
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,410
Amount paid for insurance broker fees0
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered91
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,155
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEWART L. GATES
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRENDAN MANN
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered83
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,185
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,185
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEWART L. GATES
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered81
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,026
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEWART L. GATES
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $159
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRENDAN MANN
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $146
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRENDAN MANN
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,681
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,681
Insurance broker organization code?3
Insurance broker nameSTEWART L. GATES
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435992X
Policy instance 2
Insurance contract or identification number435992X
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered73
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,777
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,777
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEWART L. GATES
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $121
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDONALD LADD
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 3
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered69
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435991X/435992X
Policy instance 2
Insurance contract or identification number435991X/435992X
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number435991X/435992X
Policy instance 3
Insurance contract or identification number435991X/435992X
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODERN WOODMEN OF AMERICA (National Association of Insurance Commissioners NAIC id number: 57541 )
Policy contract numberINDIV.CONTRACTS
Policy instance 1
Insurance contract or identification numberINDIV.CONTRACTS
Number of Individuals Covered71
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,936
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number20574099
Policy instance 4
Insurance contract or identification number20574099
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $112
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number57239020
Policy instance 2
Insurance contract or identification number57239020
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1