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FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY SERVICE OF RHODE ISLAND, INC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE OF RHODE ISLAND, INC
Employer identification number (EIN):050258858
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FAMILY SERVICE OF RHODE ISLAND, INC

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000027077

More information about FAMILY SERVICE OF RHODE ISLAND, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01PHYLLIS R. PELLETIER2023-03-28
0022020-07-01PHYLLIS R. PELLETIER2022-03-29
0022019-07-01PHYLLIS R. PELLETIER2021-04-08
0022018-07-01PHYLLIS R. PELLETIER2020-03-30
0022017-07-01PHYLLIS R. PELLETIER2019-03-11
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01ANTHONY H. BLISS
0022012-07-01ANTHONY H. BLISS
0022011-07-01ANTHONY H. BLISS
0022010-07-01ANTHONY H. BLISS
0022009-07-01ANTHONY H. BLISS

Plan Statistics for FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2021: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01339
Total number of active participants reported on line 7a of the Form 55002021-07-01199
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01113
Total of all active and inactive participants2021-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01313
Number of participants with account balances2021-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0135
2020: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01338
Total number of active participants reported on line 7a of the Form 55002020-07-01209
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01130
Total of all active and inactive participants2020-07-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01339
Number of participants with account balances2020-07-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0122
2019: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01276
Total number of active participants reported on line 7a of the Form 55002019-07-01227
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01111
Total of all active and inactive participants2019-07-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01338
Number of participants with account balances2019-07-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0128
2018: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01275
Total number of active participants reported on line 7a of the Form 55002018-07-01192
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0184
Total of all active and inactive participants2018-07-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01276
Number of participants with account balances2018-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0127
2017: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01276
Total number of active participants reported on line 7a of the Form 55002017-07-01179
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0196
Total of all active and inactive participants2017-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01275
Number of participants with account balances2017-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0134
2016: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01322
Total number of active participants reported on line 7a of the Form 55002016-07-01178
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0198
Total of all active and inactive participants2016-07-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01276
Number of participants with account balances2016-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0127
2015: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01340
Total number of active participants reported on line 7a of the Form 55002015-07-01193
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01129
Total of all active and inactive participants2015-07-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01322
Number of participants with account balances2015-07-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0128
2014: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01355
Total number of active participants reported on line 7a of the Form 55002014-07-01196
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01124
Total of all active and inactive participants2014-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01320
Number of participants with account balances2014-07-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0138
2013: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01320
Total number of active participants reported on line 7a of the Form 55002013-07-01202
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01132
Total of all active and inactive participants2013-07-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01334
Number of participants with account balances2013-07-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0134
2012: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01308
Total number of active participants reported on line 7a of the Form 55002012-07-01217
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0191
Total of all active and inactive participants2012-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01308
Number of participants with account balances2012-07-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0119
2011: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01319
Total number of active participants reported on line 7a of the Form 55002011-07-01203
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0193
Total of all active and inactive participants2011-07-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01296
Number of participants with account balances2011-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0129
2010: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01338
Total number of active participants reported on line 7a of the Form 55002010-07-01187
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-01105
Total of all active and inactive participants2010-07-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01293
Number of participants with account balances2010-07-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0134
2009: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01310
Total number of active participants reported on line 7a of the Form 55002009-07-01229
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0194
Total of all active and inactive participants2009-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01323
Number of participants with account balances2009-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0132

Financial Data on FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-490,801
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,352,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,321,668
Value of total corrective distributions2022-06-30$20,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$651,560
Value of total assets at end of year2022-06-30$6,919,387
Value of total assets at beginning of year2022-06-30$8,762,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$10,250
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$429,235
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$12,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,843,100
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,919,387
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,762,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$6,287,745
Value of interest in pooled separate accounts at beginning of year2022-06-30$8,495,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$420,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$94,322
Net investment gain/loss from pooled separate accounts2022-06-30$-1,142,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$209,758
Employer contributions (assets) at end of year2022-06-30$211,016
Employer contributions (assets) at beginning of year2022-06-30$172,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,321,668
Contract administrator fees2022-06-30$10,250
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30AAFCPAS, INC.
Accountancy firm EIN2022-06-30042571780
2021 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,476,094
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$376,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$372,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$545,269
Value of total assets at end of year2021-06-30$8,762,487
Value of total assets at beginning of year2021-06-30$6,662,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$3,250
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$367,694
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,100,053
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,762,487
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,662,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$8,495,617
Value of interest in pooled separate accounts at beginning of year2021-06-30$6,433,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$94,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$81,589
Net investment gain/loss from pooled separate accounts2021-06-30$1,930,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$173,771
Employer contributions (assets) at end of year2021-06-30$172,548
Employer contributions (assets) at beginning of year2021-06-30$147,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$372,791
Contract administrator fees2021-06-30$3,250
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30AAFCPAS, INC.
Accountancy firm EIN2021-06-30042571780
2020 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$733,667
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$311,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$292,357
Value of total corrective distributions2020-06-30$1,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$490,342
Value of total assets at end of year2020-06-30$6,662,434
Value of total assets at beginning of year2020-06-30$6,240,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$18,030
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$329,260
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$11,552
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$13,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$422,129
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,662,434
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,240,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$6,433,379
Value of interest in pooled separate accounts at beginning of year2020-06-30$6,197,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$81,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$243,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$147,466
Employer contributions (assets) at end of year2020-06-30$147,466
Employer contributions (assets) at beginning of year2020-06-30$30,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$292,357
Contract administrator fees2020-06-30$18,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30AAFCPAS, INC.
Accountancy firm EIN2020-06-30042571780
2019 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$852,083
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$420,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$408,188
Value of total corrective distributions2019-06-30$863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$512,244
Value of total assets at end of year2019-06-30$6,240,305
Value of total assets at beginning of year2019-06-30$5,808,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$11,260
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$283,812
Participant contributions at end of year2019-06-30$11,552
Participant contributions at beginning of year2019-06-30$14,455
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$197,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$431,772
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,240,305
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,808,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$9,525
Value of interest in pooled separate accounts at end of year2019-06-30$6,197,975
Value of interest in pooled separate accounts at beginning of year2019-06-30$5,685,321
Net investment gain/loss from pooled separate accounts2019-06-30$339,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$30,778
Employer contributions (assets) at end of year2019-06-30$30,778
Employer contributions (assets) at beginning of year2019-06-30$108,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$408,188
Contract administrator fees2019-06-30$1,735
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30AAFCPAS, INC.
Accountancy firm EIN2019-06-30042571780
2018 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$832,506
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$339,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$334,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$412,862
Value of total assets at end of year2018-06-30$5,808,533
Value of total assets at beginning of year2018-06-30$5,315,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,932
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$264,028
Participant contributions at end of year2018-06-30$14,455
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$36,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$492,578
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,808,533
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,315,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$2,762
Value of interest in pooled separate accounts at end of year2018-06-30$5,685,321
Value of interest in pooled separate accounts at beginning of year2018-06-30$5,248,757
Net investment gain/loss from pooled separate accounts2018-06-30$419,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$112,659
Employer contributions (assets) at end of year2018-06-30$108,757
Employer contributions (assets) at beginning of year2018-06-30$67,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$334,996
Contract administrator fees2018-06-30$2,170
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2018-06-30042571780
2017 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,013,000
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$670,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$665,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$327,010
Value of total assets at end of year2017-06-30$5,315,955
Value of total assets at beginning of year2017-06-30$4,973,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,414
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$235,082
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$24,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$342,736
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,315,955
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,973,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$2,534
Value of interest in pooled separate accounts at end of year2017-06-30$5,248,757
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,916,786
Net investment gain/loss from pooled separate accounts2017-06-30$685,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$67,198
Employer contributions (assets) at end of year2017-06-30$67,198
Employer contributions (assets) at beginning of year2017-06-30$56,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$665,850
Contract administrator fees2017-06-30$1,880
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2017-06-30042571780
2016 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$248,049
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$444,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$439,430
Value of total corrective distributions2016-06-30$393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$296,500
Value of total assets at end of year2016-06-30$4,973,219
Value of total assets at beginning of year2016-06-30$5,169,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,708
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$237,671
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-196,482
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,973,219
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,169,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$2,468
Value of interest in pooled separate accounts at end of year2016-06-30$4,916,786
Value of interest in pooled separate accounts at beginning of year2016-06-30$5,104,158
Net investment gain/loss from pooled separate accounts2016-06-30$-48,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$56,433
Employer contributions (assets) at end of year2016-06-30$56,433
Employer contributions (assets) at beginning of year2016-06-30$65,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$439,430
Contract administrator fees2016-06-30$2,240
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KAHN, LITWIN , RENZA & CO., LTD
Accountancy firm EIN2016-06-30050409384
2015 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,294
Total income from all sources (including contributions)2015-06-30$581,092
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$551,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$546,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$448,780
Value of total assets at end of year2015-06-30$5,169,701
Value of total assets at beginning of year2015-06-30$5,142,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$5,312
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$251,920
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$143,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$2,294
Administrative expenses (other) incurred2015-06-30$5,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$29,120
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,169,701
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,140,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$5,104,158
Value of interest in pooled separate accounts at beginning of year2015-06-30$5,057,571
Net investment gain/loss from pooled separate accounts2015-06-30$132,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$53,337
Employer contributions (assets) at end of year2015-06-30$65,543
Employer contributions (assets) at beginning of year2015-06-30$85,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$546,660
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KAHN, LITWIN , RENZA & CO., LTD
Accountancy firm EIN2015-06-30050409384
2014 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,227,714
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$462,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$453,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$437,787
Value of total assets at end of year2014-06-30$5,142,875
Value of total assets at beginning of year2014-06-30$4,375,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,416
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$270,274
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$77,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$2,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$9,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$764,839
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,140,581
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,375,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$5,057,571
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,254,424
Net investment gain/loss from pooled separate accounts2014-06-30$789,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$90,398
Employer contributions (assets) at end of year2014-06-30$85,304
Employer contributions (assets) at beginning of year2014-06-30$121,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$453,459
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KAHN, LITWIN , RENZA & CO., LTD
Accountancy firm EIN2014-06-30050409384
2013 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$864,265
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$279,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$271,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$370,685
Value of total assets at end of year2013-06-30$4,375,742
Value of total assets at beginning of year2013-06-30$3,790,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,736
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$244,123
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$21,815
Administrative expenses (other) incurred2013-06-30$7,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$584,933
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,375,742
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,790,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$4,254,424
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,672,433
Net investment gain/loss from pooled separate accounts2013-06-30$493,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$104,747
Employer contributions (assets) at end of year2013-06-30$121,318
Employer contributions (assets) at beginning of year2013-06-30$118,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$271,596
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KAHN, LITWIN , RENZA & CO., LTD
Accountancy firm EIN2013-06-30050409384
2012 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,478
Total income from all sources (including contributions)2012-06-30$301,970
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$268,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$260,680
Value of total corrective distributions2012-06-30$293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$340,602
Value of total assets at end of year2012-06-30$3,790,809
Value of total assets at beginning of year2012-06-30$3,761,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,810
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$193,272
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$30,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$3,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$33,187
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,790,809
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,757,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$5,257
Value of interest in pooled separate accounts at end of year2012-06-30$3,672,433
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,620,605
Net investment gain/loss from pooled separate accounts2012-06-30$-38,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$116,916
Employer contributions (assets) at end of year2012-06-30$118,376
Employer contributions (assets) at beginning of year2012-06-30$140,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$260,680
Contract administrator fees2012-06-30$2,553
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KAHN, LITWIN , RENZA & CO., LTD
Accountancy firm EIN2012-06-30050409384
2011 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$5,572
Total income from all sources (including contributions)2011-06-30$1,044,151
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$337,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$325,762
Value of total corrective distributions2011-06-30$3,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$377,058
Value of total assets at end of year2011-06-30$3,761,100
Value of total assets at beginning of year2011-06-30$3,056,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,908
Total interest from all sources2011-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$350,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$208,032
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$28,155
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$3,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$5,572
Other income not declared elsewhere2011-06-30$316
Administrative expenses (other) incurred2011-06-30$316
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$707,003
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,757,622
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,050,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$4,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$3,620,605
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,915,835
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$666,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$140,871
Employer contributions (assets) at end of year2011-06-30$140,495
Employer contributions (assets) at beginning of year2011-06-30$140,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$325,762
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$2,651
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KAHN, LITWIN , RENZA & CO., LTD
Accountancy firm EIN2011-06-30050409384
2010 : FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN

2021: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: FAMILY SERVICE OF RHODE ISLAND, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E136
Policy instance 1
Insurance contract or identification number81E136
Number of Individuals Covered269
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E136
Policy instance 1
Insurance contract or identification number81E136
Number of Individuals Covered339
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,308
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4308
Additional information about fees paid to insurance brokerTPA PARTNERSHIP/ALLIANCE PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E136
Policy instance 2
Insurance contract or identification number81E136
Number of Individuals Covered266
Insurance policy start date2020-01-04
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,763
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15763
Additional information about fees paid to insurance brokerTPA PARTNERSHIP/ALLIANCE PROGRAM
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-01-03
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered230
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,126
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,126
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered228
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $13,909
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered270
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $12,325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,325
Insurance broker organization code?1
Insurance broker nameMERIDIEN FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered284
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $13,616
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,616
Insurance broker organization code?1
Insurance broker nameMERIDIEN FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered324
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $10,688
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,688
Insurance broker organization code?1
Insurance broker nameMERIDIEN FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered274
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $10,759
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,759
Insurance broker organization code?1
Insurance broker nameMERIDIEN FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered262
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $8,781
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84897-1
Policy instance 1
Insurance contract or identification numberRM 84897-1
Number of Individuals Covered278
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $8,236
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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